Disciplined Investing for the Goals That Matter to You
Investing is how your savings keep pace with your ambitions, whether that’s a comfortable retirement, a new home or financial independence. But with thousands of funds to choose from and markets that never stop moving, it’s easy to make decisions based on headlines rather than strategy, or to end up with a portfolio that doesn’t match your goals.
My approach is grounded in the analytical discipline of my CFA training and Master of Finance. I start by understanding your goals, timeline and comfort with risk, then build a diversified portfolio designed to match them. Mutual funds are distributed through Desjardins Financial Security Investments Inc.
How I Help You Invest
A strong portfolio takes more than picking the right funds. Here’s how I approach it.
Diversified Portfolio Solutions
Portfolios built across asset classes, regions and investment styles to help manage risk while pursuing long-term growth. Every recommendation is tailored to your goals, your timeline and your comfort level with market ups and downs, so you can stay invested with confidence through every cycle.
Tax-Efficient Investing
Keeping more of what you earn is just as important as what you earn. I help you make the most of registered accounts like RRSPs, TFSAs and RESPs, and structure your non-registered investments with tax efficiency in mind, so less of your growth goes to taxes.
Ongoing Portfolio Reviews
Your life changes, and so do markets. I review your portfolio regularly, rebalance when needed and adjust your strategy as your goals evolve. You’ll always get plain-language explanations of how your investments are performing and why any changes are recommended.
Part of a Bigger Picture
Coverage That Protects Everything You’re Building
Your investments shouldn’t exist in isolation. They need to work alongside your insurance coverage, your retirement timeline and your estate plan. A portfolio that ignores those pieces can leave you exposed, holding too much risk or missing opportunities to save on tax.
Because I advise on both insurance and investments, I can see how every part of your financial life connects. Your protection safeguards your portfolio, and your portfolio supports your long-term goals, all as part of one coherent strategy.