About Me
I provide non-discretionary investment advice to entrepreneurs, executives and families, supporting them in wealth structuring and long-term planning through an approach inspired by the family office model.
My role is strategic and consultative.
I design custom, integrated strategies aligned with your corporate, personal, tax, and succession objectives.
Every decision is intentional.
Every strategy is coherent.
Every mandate is handled with institutional rigor.
“Before we talk about returns, I first review the structure.”
Services Offered
The services offered are built on a rigorous approach designed to structure investment decisions within a broader wealth strategy. The goal is to ensure stronger alignment between investing, tax planning, retirement planning, and wealth transfer—based on each client’s unique situation.
Portfolio Guidance
Design and ongoing monitoring of structured portfolios aligned with your goals, time horizon, and risk tolerance—using a disciplined, non-speculative approach.
Financial Projections
Integrating investment decisions into a broader strategy that considers retirement, withdrawals, wealth transfer, and long-term needs
Coordination with Professionals
Working in coordination with tax specialists, accountants, notaries, and other professionals to support a cohesive, well-aligned strategy.
Wealth Strategy
I approach investment decisions with retirement planning, withdrawals, wealth transfer, and long-term goals in mind.
Tax Planning and Corporate Structures
A focus on tax-efficient asset placement, non-registered account structure, corporate surplus planning, and the considerations facing incorporated business owners.
Affiliated with a Leading Network
SFL Wealth Management, together with its counterpart outside Québec and New Brunswick, Desjardins Financial Security Independent Network, form a distribution network of financial products and services focused on wealth management.
You benefit from the strength and reliability of Desjardins, Canada’s leading cooperative financial group, the expertise of our multidisciplinary team, and the flexibility of our multi-provider offering.
