
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreYour goals and dreams are important! Let me help you realize, protect and nurture them.
I started in the financial industry over 30 years ago and have amassed vast experiences and knowledge in investments as well as insurance. I pride myself in being able to build solid relationships and thereby work as a team with my clients. I value their input and respect their choices.
I believe in the adage that no one plans to fail, we simply fail to plan; and this is where I come in. By implementing solid strategies designed around long-term horizons, solid non-speculative investments and constant monitoring and review, we will work together to turn your goals and dreams into reality. Any questions and concerns you have will be addressed in an honest and transparent manner. We will address risk and reward and you will know from the start what commissions and/or fees you will be paying - no surprises!
Education is the key. Knowledge is power.
My parents came to Canada in 1951. They worked hard with one main goal in mind - to make a better life for themselves and their children. Their goals were simple; work hard, put food on the table and provide us with the one thing they didn’t get, an education. They taught me perseverance and integrity. Their hard work, sacrifice and dedication allowed me to be able to look beyond the basic needs.
I have lived all my life in the Greater Montreal Area. I am fully tri-lingual: (English, French and Italian). My passions include my pets, a beautiful German Shepherd and two adorable cats, cooking up gourmet meals and music.
Weekday | Availability |
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Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
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Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizWe use an established process to help you reach your goals.
Learn More