As your financial needs evolve over time, you need different solutions depending on your stage in life. This is especially important when you want to build the financial wealth needed to carry out the projects that matter most to you. I understand this and can help you.
My colleagues and I are committed to managing the world's most important investments: yours!
On this site, you can learn about our approach to managing your wealth, as well as my diversified service offering and the many solutions available depending on your stage in life.
As a member of the National Bank Financial - Wealth Management team, I can draw on more than a century of know-how and the resources of one of Canada's largest financial groups. I have both the expertise and the resources to help you build and manage the assets you need to reach your goals.
I offer each of my clients a personalized approach and a customized investment portfolio. I can also recommend complementary financial products and services in order to meet all of their financial needs.
If you have questions or want more information, please do not hesitate to contact me by telephone or by using the contact form.
The heart of our investment philosophy can be summed up in one word – Diversification. Investing is like many other things in life – it's preferable to focus on what you can control than on what you can't. Investment returns are dictated by financial markets which are largely unpredictable over the short term, but investment risk is something which one can control – and the way to do so is with diversification.
We first start by ensuring proper diversification between the major asset classes – the weighting of which will be determined by your risk profile and investment objectives. Within each asset class, we ensure that there are enough securities to reduce the individual risk associated with any one.
For equities, we try to ensure representation from each of the major economic sectors, picking the best opportunities from around the world. On the fixed income side, we stick to triple A credits, generally government issues to ensure maximum liquidity, making small adjustments to duration using Canada's broad-based government bond index as a benchmark. For taxable accounts, we also include preferred shares in our fixed income holdings for tax efficiency. For smaller accounts, to achieve this level of diversification we usually use a careful selection of mutual funds. Finally, when appropriate, we will include a small portion of alternative investments benefit from the negative correlation that this asset class gives.