Throughout my career, I have seen how heritage can be lost through bad decisions and inadequate planning. I understand the true value of advice and firmly believe that having a financial plan is key to growing and preserving my clients’ wealth.

My own goal is to understand where you are today and how you see yourself meeting your needs and those of your family. The various positions I have held over the years have provided me with a wide range of personal and corporate finance experience, thereby giving me a more holistic view of my clients’ needs.

Once we have identified your needs, I will work with our internal experts to develop financial solutions and recommend the best way to position your financial resources now and moving forward.

Giving back is one of my core values. I get involved in my community by taking part in volunteer activities like fundraising and distributing Christmas baskets. I have also been involved in the Tour CIBC Charles-Bruneau for several years, a cause that is very close to my heart.

• With CIBC since 1985
• Fluent in English and French
• Fellow of the Canadian Securities Institute (FCSI)
• MBA
• Financial Planner (F. Pl.)