200+ satisfied clients
I have turned my experience into expertise to protect your future. My personal experience allows me to offer you customized financial security advice.
I assist you with a comprehensive range of products and services designed to meet all your insurance, saving, and wealth management needs at every stage of your life.
Personal insurance encompasses various types of protection aimed at securing your financial future and that of your family in case of unforeseen events, and it can even serve as an investment.
Discover insuranceWith various savings plans and multiple investment options, your projects can take flight.
Discover solutionsWith my personalized financial management advice, maximize your capital to achieve your goals.
Discover our offersAt 18, my life turned upside down. I suddenly lost my father a month after coming of age. As an only child, I had to learn the hard way to manage an estate that had not been prepared. No will, no discussion, no anticipation... just a small life insurance policy he was paying too much for.
This ordeal opened my eyes to a reality too often overlooked: the importance of financial security. I decided to turn my experience into expertise. I continued my studies and obtained my DEC in business administration, earning a perseverance award along the way. I then completed my certification as a financial security advisor and grew alongside a mentor with over six years of experience in the field.
My commitment to my clients is not new. Since the age of 14, I have worked in customer service, and my priority has always been to offer a human and personalized experience. You will feel it from our first exchange.
Always eager for new knowledge to better advise you, I am currently enrolled in the financial planner certificate to further broaden my expertise.
My goal? To spare you costly mistakes and offer you the peace of mind I wish I had back then. Because financial security should never be left to chance.
The role of an advisor is to support you through the various stages of your life to help you make the best financial decisions based on your situation, needs and goals. Whether it is for your own financial well-being, that of your family or that of your business, an advisor offers the support and advice you need to ensure your financial protection.
The costs associated with the services of an advisor are not calculated based on the time spent with them. For savings products, they are instead reflected in management fees, which vary depending on the investment options you choose. For insurance products, they are included in the premiums you pay. You will therefore never be billed for your meetings with your advisor. If, at the end of your meetings, you do not subscribe to any product, no fees will be incurred.
Consulting an advisor can be very beneficial. With their expertise and in-depth knowledge of financial strategies and insurance, savings and retirement products, the advisor can:
- Help you accumulate greater wealth by saving better and more efficiently;
- Help you minimize your risks;
- Allow you to obtain peace of mind and effectively protect your finances and those of your family;
- Offer you insurance, savings and retirement products that meet your needs.
Studies show that investors who use an advisor for 15 years or more save two to three times more than their peers.