My role is to provide comprehensive financial planning designed to help my clients protect and grow their assets throughout every stage of life, including retirement and key wealth transitions such as succession or the sale of a business. By taking the time to truly understand their needs and realities, I’m able to make recommendations that are practical, reliable, and aligned with what matters most to them both today and in the years ahead. My ultimate goal is to provide peace of mind through a turnkey experience that simplifies my clients’ financial lives and allows them to focus more of their time and energy on what they love to do.
I work primarily with business owners, professionals, and retirees who value clear advice, disciplined planning, and long‑term relationships. I hold a Bachelor’s degree in Business from Université de Sherbrooke and have been working in the financial industry since 2012. Over the years, I’ve developed a strong passion for financial planning, and I genuinely enjoy helping clients navigate financial complexity with clarity and confidence.
Outside of work, I’m grateful to share life with my spouse and our three daughters, Kali, Maci, and Rylee, who keep me grounded and remind me of what matters most. I’m a huge NFL fan, enjoy watching the NHL, and you’ll often find me playing slow‑pitch during the summer months.
