I hold a bachelor's degree in business administration with a major in financial services from Université Laval, and I have over 18 years of experience in financial services and wealth management. Throughout my career, I obtained my Financial Planner designation from the IQPF as well as my Chartered Investment Manager (CIM) designation. I have primarily worked in a wealth management firm specializing in services for physicians, a major Canadian bank, and a large private wealth management firm where I spent more than half of my career. For nearly 9 years, I have specialized in serving high-net-worth and entrepreneurial clients. I ensure their financial, tax, and estate situations are optimized, and I oversee intergenerational wealth transfer. Many describe me as passionate, attentive, authentic, warm, and respectful. In my free time, I enjoy playing sports and spending quality time with my family and loved ones.