APPROACH

I Listen...

I Get To Work!

I Learn..

During our first conversation, meeting in person, I'll ask you some questions and be attentive to your answers. Any concerns, inquiries or any questions you may have will be answered and explained.

There may be a lot to talk about, so we might have to schedule a follow-up meeting

to go further in detail.

All the information gathered during our initial meeting and following meetings will give me a clear understanding of your current situation, immediate and long-term needs as well as future goals.

The tool used to accomplish this is called a financial needs analysis. Not only is an FNA' crucial in developing a comprehensive understanding of a client, it is also highly encouraged by the regulator, l'authorié des marchés financiers.

I can begin my research to find the product and provider, to best address your specific need or needs.

Not all products are created equal just as no one client is the same. Being an independent advisor, having representative and distribution contracts with various financial services companies, I will carefully select the best option for you.

successful people, wealthy families, small and large corporations, all have a proper protection plan in place to reduce risk. Insurance is risk protection.

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