With more than 30 years of experience, I help high-net-worth individuals, business owners, and multi-generational families navigate complex financial decisions with clarity and confidence. I develop integrated wealth strategies that address investment management, tax efficiency, retirement income, estate planning, and legacy objectives. My passion is helping women and families simplify financial complexity and move confidently through life's transitions.

Known for building long-term, trusted relationships, I serve as an advisor, advocate, and partner across generations, helping clients make informed decisions and achieve what matters most to them and their families.

A former member of Canada's National Rugby Team as both a player and coach, I bring leadership, discipline, and a strong commitment to service to every client relationship.

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.