With a keen interest in taxation and more than 15 years of experience in financial planning and wealth management, I help business owners, healthcare professionals, and affluent individuals navigate complex financial decisions with clarity and confidence. I have specialized in developing integrated wealth strategies that help clients build, preserve, and transfer wealth efficiently. My approach focuses on simplifying complexity and creating personalized solutions that align with each client's unique objectives.

In 2018, Josée Lacasse and I combined our practices, building on years of collaboration on complex client situations. As partners, we share the same commitment to exceptional service and comprehensive wealth planning, bringing complementary expertise that allows us to deliver greater value to our clients.

Known for my analytical approach and practical solutions, I serve as a trusted advisor and long-term partner, helping clients make informed decisions and achieve what matters most to them.