Portfolio manager and Vice-president
Phone : 514-871-3474
I have been fascinated by the financial world for several years. As a little girl, I used to calculate the value of my father’s interest coupons on his bonds. But it really all began at the age of 8 when I received a gift of Royal Bank and Transcanada shares, which I still own today. It was at that time that I began to follow the price of my securities and later, to seriously study the world of personal finance and financial markets… I grasped the importance of a sound financial situation… I knew that this was what I wanted to do… share my knowledge and help people meet their financial objectives.
I have been working in the financial sector for 18 years, and have been in the National Bank Financial family for more than 12 of those. Before this, I was a stock and option trader on the Toronto, New-York and Chicago exchanges. Those years of expertise, my diploma in financial planning and my CFA* designation are all valuable assets that allow me to provide you with the best possible management for your portfolio.
As an investment advisor, my priorities are – and will remain – maximizing the performance of your portfolio while protecting it from an accentuated downfall in the marketplace.
My compensation being based on your satisfaction and the return of your investment portfolio, it is in my best interest to keep you accurately updated on the evolution of your portfolio and to give you outstanding service. Our interests are intimately related.
Please do not hesitate to contact me. At National Bank Financial, we manage the world’s most important investments : yours!
Looking forward to meeting you!
* CFA designation – a 3-years post-bachelor degree – is the most sought-after portfolio management designation in the world. It’s rigor and intensity demand a strong commitment and deliver a powerful value. The CFA institute leads the investment industry by setting the highest standards of ethic, education and professional excellence and vigourously advocating fair and transparent capital markets. For more details, please visit http://www.cfainstitute.