I have been in the investment environment since 1996. After nearly 20 years in the mutual fund environment, I broadened my expertise by acquiring the additional broker representative license on Exempt Market Products. I practice in Quebec, Ontario, Alberta and British Columbia.

The combination of mutual fund and exempt market permits allows me to offer my clients new investment opportunities in order to create well-diversified and more resilient portfolios in the long term. Exempt market products generally have little or no correlation to traditional stock and bond markets….

The volatility of traditional markets means that you have lost confidence and therefore encourages you to be too conservative and safe, which probably results in an inability to achieve the set objectives within the required time frame.

If your main objective is to improve your financial situation, I am able to build you a personalized investment strategy that will lead you to your desired goal.