Mission Statement

I am committed to providing sound, customized, bilingual investment advice tailored to both my retail and institutional client’s unique financial circumstances. 

My Investment Philosophy

I focus on investing in high quality companies at favourable prices.  I identify these opportunities by carefully tracking valuations, earnings and dividend growth, strong balance sheets and profitability, the recommendations of top analysts, management signals, and technical analysis.  Within the framework of a strategic, disciplined wealth management plan, I believe it is important to remain flexible and innovative, and keep informed on the best opportunities of the moment, addressing market and sector conditions as they unfold.

My Background

Prior to becoming an Investment Advisor, I gained valuable experience working in both the private and public sectors.  With a law degree from the University of Montreal, I articled at Pouliot Mercure, now Miller Thomson Pouliot.  I then transitioned to the public sector as the Executive Assistant to Canada’s Transport Minister Jean Lapierre and co-managed his re-election campaign in Outremont, Montreal.  After that, I moved to the publicly traded firm, DHX Media, working closely with CEO Michael Donovan.  

In 2008, after 10 years of independently investing private assets, I began my career as an Investment Advisor and have been providing investment advice to professionals, entrepreneurs, and institutional clients alike.  In my spare time, I am involved with fundraising for different organizations and am an avid equestrian and skier.