Education:
Bachelor’s degree in Administration- Finance Major, Université du Québec à Montréal, Montreal
Languages Spoken:
English/French
Specialties:
* Retirement planning
* Option trading
* American license
Our investment philosophy is based on ensuring our clients achieve their investment objectives through capital security and value-added investments with a view to reducing income tax liabilities.
The expertise we have acquired in retirement planning enables us to offer our clients personalized plans that meet their specific investment needs.
Once a portfolio is developed, it must be periodically reviewed and amended to take into account any changes in the overall economic context or in an individual’s personal situation. In addition to the monthly or quarterly statements our clients receive, we make it a point to talk with them on a regular basis in order to ensure they remain well informed about their portfolio.
Customer service
Customer service is the cornerstone of our practice. My assistants, Jennifer Ignacio, Sylvie Pineault, and I are at your disposal, offering a fast, courteous and high quality service as our clients’ satisfaction is our top priority.
Full range of services
At any time, we can refer our clients to our insurance or estate planning services offered through BMO Nesbitt Burns Financial Services Inc. As part of the Bank of Montreal Private Client Group, we also work closely with skilled professionals who can assist our clients in such banking services as personal or commercial loans, mortgages or trust services.
With the help of our Pathfinder software, we can help you develop an action plan to meet your retirement goals and tailor your investments accordingly.
Gateway is our online client information centre allowing our clients to view all their holdings in detail, 24 hours a day, as well as a history of their current and past transactions.
For clients who prefer to leave day-to-day investment decisions to professionals, we offer various programs tailored to their needs, objectives and investor profile. We also offer fee-based investment programs.
All our clients receive a quarterly statement providing them with detailed information on overall market conditions, specific financial advice and financial planning tips.
We believe that with this complete range of services, you can take full advantage of the unique opportunities at your disposal to succeed on your road to financial success.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
Printer-friendly