We’ve been creating legacies since the year 2000. Unlike your automobile insurance carrier or financial institution, investments and life/living benefits insurance are not just a sideline for us. We work with many highly rated investment and insurance companies so you have choice. We believe in providing you with products and advice that offer high value. Our services are available both in French and English. Training and continuing education are very important to us. We continue to build our breath of skills that range from business/retirement planning to marriage preparation. Our goal is to provide you with comprehensive service, whatever your needs are, based on confidence and trust to build a solid relationship.
Financial Planning
Helping achieve your financial goals through financial planning
Families
We provide strategies to help families to accumulate and protect your wealth.
Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Latest News
Empowering Your Family’s Financial Future: A Comprehensive Guide to Budgeting
Secure your family’s financial future with effective budgeting. Learn how to gain financial clarity, achieve your goals, and prepare for emergencies in our comprehensive guide.
What is disability insurance?
Discover how disability insurance can safeguard your income if you’re unable to work due to injury or illness. Learn about the benefits, how it works, and why it’s crucial for everyone, especially the self-employed.
Getting Ready for Money Emergencies
Facing unexpected financial emergencies? An emergency fund acts as your financial safety net, ensuring peace of mind without dipping into savings or incurring debt. Start small, build steadily.
Network of Professionals
As a financial advisor, my primary goal is to help you achieve financial clarity by accessing a network of dedicated professionals. Together, we provide personalized advice and services to help you make informed decisions and secure your future. Think of me as your financial coordinator, ensuring every aspect of your financial life works smoothly.