With nearly 30 years of experience in financial services, I’ve made it my priority - and my passion - to help business owners and high‑net‑worth individuals in Laval and the Greater Montreal area build lasting wealth. Combined with a Bachelor of Commerce in Finance (minor in Economics) and a Master of Science in Finance (MSc), my expertise enables me to guide my clients toward financial freedom and enduring prosperity.
Over the years, I’ve helped clients minimize their tax burden, grow and protect their assets, develop comprehensive estate plans that preserve their legacy, and structure philanthropic initiatives for maximum impact. From tax optimization and tailored investment strategies to seamless business succession and next‑generation planning, I support each client through every stage of their financial journey with a proactive, personalized approach
Whether you’re transitioning a family business, preparing your heirs for leadership, or looking to give back to your community, my goal is to create a clear, custom roadmap that aligns with your long‑term objectives. Let’s discuss how we can work together to secure - and expand - your wealth. Contact my team and me today.