I will promise three things:
- I will take the necessary time to inquire about your present and future investments and related costs, and also to plan a strategy that we will determine together in order for you to better understand what’s involved, rather than applying simple success recipes
- Team work: we understand that if you are a financial planning beginner, our recommendations will satisfy you at first, but we hope that, in time, your interest in the matter will grow and you will challenge our recommendations and play an active part in determining our investment decisions.
- I will always be available for you unless I am with another client, on the road, in a meeting with other managers, or in on-going professional training. Should I run out of time, I will make sure to invest in technology or manpower in order to add additional resources.
Education
University degree in Economics (University of Sherbrooke) (B.A.)
Canadian Securities Course (CSC)
Member of l’Ordre des Administrateurs Agréés du Québec (Adm.A.)
Financial Planner Diploma (IQPF, F. Pl.)
“Strategic Coach Achievement” Diploma
Private Wealth Management Diploma
Experience & social involvement
PEAK Investment Services Inc. [since 1994] Mutual fund representative registered under PEAK Investment Services Inc., full service mutual fund advisor.
- Advisor to The Peak Investment Services Inc. Ethics and Conformity Committee.
- President, Professional Inspection Committee [2014 – ]
- Member of the Professional Inspection Committee [2013 – ]
- Member of the Equivalence Request Review Committee [2009 – ]
- Scrutineer, Board of Directors elections [2008 – ]
- Acting Chairman of the Board of Directors [2008]
- First Vice-President [2004 – 2008]
- Vice-President, Professional Affaires, Executive Concil, [2004 – 2008]
- Member of the Board of Directors of the Professional Order, Representative for Eastern Townships and Montérégie [2003 – 2008]
- President of the Order’s Financial Planning division [2001 – 2002]
- Member of the Organizing Committee for the 2001 CIFP Conference, responsible for technology training [2000 – 2001]
- Member of the Financial Planning Competency Charter development committee.
- Member of the Executive Council (member services) of the financial planning division, [1999 – 2002]
- Member of the Board of Directors of the financial planning division, [1998 – 2002]
- CIBC [1991 to 1993] Commercial Accounts Manager, Loans and Investments
- Quebec Ministry of Revenue [12 months]
- Planning and Budgeting department
- University internship
For your Protection
I perform my duties to the industry’s highest standards of practice, good conduct and ethics. Honesty, integrity, objectivity, confidentiality, equity, quality, relevance of services offered, profound knowledge of the industry, continuing education, those are the fundamental values intrinsic to my business practice.
The Financial Services Compensation Fund is a measure of compensation available to you in case of financial losses incurred due to fraud, deceit, or embezzlement.
The Canada Deposit Insurance Corporation (CDIC) covers deposits in member institutions providing they meet insurability criteria and do not exceed the limit for deposit insurance protection.
I hold the title of investment representative registered with PEAK Investment Services. PEAK Investment Services, a full-service mutual fund brokerage firm duly registered with the Québec’s Autorité des marchés financiers (AMF) and limit my offer and responsibility to investment products.
I also hold the title of Financial Planner and offer planning services as an independent professionnal.
Furthermore, I hold the title of Financial Security Advisor, member of the ʺChambre de sécurité financièreʺ.
A look at my clients
Our clients recognize the importance of planning ahead for a better future. They want a go-to person with whom they can establish a long term relationship based on mutual trust.
The success of executives, professionals, business people or retirees is largely due the balance they maintain between achieving their financial goals and their life projects. In order to spend more time with their family, travel or capitalize on business opportunities, they seek to enlist the services of a specialist who’s capable of showing as much commitment as they themselves in their respective fields. They trust in us enough to delegate the management of their personal finances.
We believe that the number of clients does not matter as much as the quality of the business relationship. That is why the initial meeting with a prospective client is free of charge, and aims to assess whether or not a satisfactory business relationship can be developed for both parties in terms of expected financial results and basic affinity.
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