I'm a certified financial planner associated with
Desjardins Financial Security Independent Network and contracted through Desjardins Financial Security Investments Inc. for the sale of mutual funds.
Rather than looking only at money, I work with the entire person to see where a client would like to be in their life, and what may be holding them back.
Money is a tool to buy things whether those are possessions, a home, travel or simply extra leisure time. Many of us load up money with emotion or past negative associations. My job is to separate the emotion from facts and to make money work for my clients.
I've been attending the Million Dollar Round Table from 2012; this is one of the financial service industry's highest honours.
I have almost two decades of experience guiding retirees and pre-retirees gracefully toward their financial goals.