Senior Financial Advisor
As an Assante advisor with 34 years of experience, I have always maintained that integrity and trust are the cornerstone of any Client/Advisor relationship. As a Senior Financial Advisor, my goal is to help my clients achieve financial independence and the kind of life they want to live and especially through the retirement years.
I pride myself on offering financial, investment, tax and estate planning advice combined with service excellence to my clients, and to their families and friends. My goal is to simplify and enhance the life of my clients; that’s why I’m here!
My administrative team consists of Chantal Rancourt, Eric Malette and Alain Malette. We are here as a team to serve all client needs.
Behind my team and myself are the resources and expertise of CI Assante Wealth Management, one of Canada’s largest independent financial services firms. Assante’s professional team of experts includes lawyers, accountants, and financial analyst to complement me as your Senior Financial Advisor. An exceptional resource for me as advisor and an added value for you the client.
As your Assante Advisor, I believe that every client is unique with specific needs and goals. By developing a one-on-one relationship with each client, this provides the necessity to create a tailored approach for each client.
Please browse through my website to view the many financial ideas, links and tools.
Short-Term Pain, Long-Term Gain
Nov 28, 2022
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....Read more
Fighting Inflation with Crucial Rate Conditions
Nov 01, 2022
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....Read more
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
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