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Fax: (514) 846-3545
Working with Me
Searching for the right Investment Advisor?
As you begin your search for the right advisor, you will notice that different advisors have different approaches. The key is to find the approach that will help secure your wealth and maintain the lifestyle that you have worked hard to achieve.
I differentiate myself by providing a high level of service and by focusing on a disciplined approach, regardless of market direction.
I believe that your wealth does not begin and end with the investments in your portfolio. It includes your business interests, your family and your philanthropic pursuits. My concept of wealth management keeps that total financial picture in view. Accumulating wealth, like any great achievement, requires creativity, skill and perseverance. However, to transform an estate into a powerful and lasting legacy, you need a plan.
My wealth management approach enables me to look at all aspects of your family or business interests. I stress a long-term approach to investing and emphasize financial planning to help my clients determine their needs and risk tolerance.