- Life and Health Insurance Advisor
- Mutual Fund Representative
My role consists in offering you the best possible solutions adapted to your needs in terms of financial security, in order to help you:
- Protect yourself should you be faced with a disability, a loss of independence or a serious illness
- Plan the financing of your projects
- Manage your debts
- Establish your financial needs at retirement
- Prepare your estate plan
I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.
Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation. Mutual funds are distributed through Desjardins Financial Security Investment Inc., the mutual fund dealer.