Over the last 30 years, I have dedicated my professional life to helping my clients and their family make sound and responsible decisions with their money and the wealth they accumulated. As a Wealth Advisor with National Bank Financial, I work with established professionals to bring you investment knowledge and expertise that contributes to growing your wealth, preserving your wealth and transitioning your wealth.
Our investment thesis is a little different from mainstream. We focus on income with growth which helps us empower our clients in the investment process.
Our team of 3 strives to discover client-centred solutions and cater to their unique needs.
Our mission is to assist in managing clients’ investments from RESPs to estate planning.