Through my professional and personal commitments, I thrive to show that another path, another economical model is possible, a model more respectful of Nature and its stakeholders: an economy of the Common Good…
Mantra: See opportunities, make connections and get things done!
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Finance Montréal is Québec’s financial cluster. Created in 2010 by the financial services industry at the Québec government’s invitation, we bring together under one roof governing members, partners, associates and numerous volunteer professionals from Québec’s financial sector.
Our mission is to develop and promote Québec’s financial services industry by bringing together stakeholders and influential players from the world of finance.
We are the hub where key players in the financial industry join forces to make Québec’s financial industry more competitive and prosperous.
I have been a Financial Advisor for over 25 years and my passion is helping clients plan and protect their financial future. My knowledge and experience will help guide decisions about your finances that are well-informed. I take pride in building relationships, understanding your priorities and objectives, and helping you achieve immediate and long-term financial goals. Together we will determine your current financial situation, define your investment and wealth management goals and build a plan designed to meet your individual needs.
At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn’t fit all.
From investing in your children’s future, to planning or your own retirement or leaving a legacy, we are here to help you every step of the way.
We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth Personality profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.
As an associate planner with over 6 years financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that helps to balance living life today with setting goals for tomorrow.