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.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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