Working together toward your optimum financial health
HOW I VIEW MY RELATIONSHIP WITH MY CLIENTS
More than simply selling financial products, I see myself as a financial coach who assists her clients in making the best possible choices, offering them the financial and insurance products that best fit their personality and their needs.
I do not aim to have as many clients as possible, nor the wealthiest clients. I want to have the time to devote myself personally to each client. At the heart of my practice, there is the quality of my personal relationship with my clients.
I do not use a one-size fits all approach. Each client is different, with specific needs and resources. For this reason, I take the time to listen, understand and discuss, and then provide custom-fit solutions.
Most of the time, my services are free of charge as I am paid by the providers of whichever financial or insurance products you choose. I am always happy to provide a free consultation!
EXPERIENCE
In 1994, I began my career in finance in Toronto as an Investment Advisor. I worked as a financial product wholesaler in Québec and Ontario from 1997-2013. In that capacity, over the 16 year period, I had the opportunity to work with thousands of financial advisors.
In 2013 I resumed my career as an Investment and Financial Security Advisor and am currently associated with WhiteHaven Securities for mutual funds and exempt markets (private equity). For life insurance, I am associated with the AgenZ Group.
PERSONAL
I live and work in the Eastern Townships of Québec – a quiet area that provides for reflection and deep thought in relation to my profession.
I am a family-oriented professional, with 2 grown children and a teenage son. My life experience allows me to be more in tune with the personal situations of my clients, well beyond just numbers and finance.
My husband, Jonathan, is a lawyer whose practice focuses on the law of business, employment, art fraud and information technology. We sometimes work on client matters together where both areas of expertise are desirable.
QUALIFICATIONS
I am licensed as a Dealing Representative of Exempt Markets & Mutual Funds Dealer with WhiteHaven Securities and as an independent advisor for insurance. I hold a B.A.A. degree, and working out of my office in Sutton, Quebec, am licensed to practice in both Québec and Ontario.
