MY PROFESSIONAL BACKGROUND

Over my career, I've held a variety of positions, including financial analyst, trader and portfolio manager. I previously sat on the investment committee for a specialized investment firm and managed an investment portfolio for the firm's corporate account. During that time, I also advised clients on managing their investment portfolios. Eventually, I came to realize that what I really love to do is advise clients. That's why I decided to join the Desjardins Private Wealth Management team in 2020—so I could focus completely on my clients as a private wealth manager.

My Role within your Entourage

As a Private Wealth Manager, I am your main advisor. I therefore maintain a close relationship and daily contact with you. I have a perfect understanding of your needs and a broad picture of your financial affairs. When a specialist becomes involved, I make sure his or her action meets each of the goals set out in your financial plan.

I work closely with the various specialists in your support team. Instead of each of us working independently to manage a single aspect of your financial affairs, we consider your financial picture as a whole. That means we take care of the professional, private and family aspects of your activities. This coordinated management style enables us to obtain optimal results.

I am highly skilled in the various strategies and management styles we offer investors. Furthermore, I have a solid understanding of the investment fund industry and leading portfolio management companies, both nationally and internationally. I also possess extensive knowledge of capital markets and of the various investment tools available on the market.