Professional Profile
I am devoted exclusively to delivering comprehensive strategies and sophisticated solutions to high net worth families and business owners.A CERTIFIED FINANCIAL PLANNER® (CFP®) is a person that is committed to internationally recognized professional standards of competence, ethics and practice as set and enforced in Canada by the Financial Planning Standards Council.CFP® professionals are also held to ongoing rigorous standards through the FPSC’s continuing education requirements and enforcement process. ‘CERTIFIED FINANCIAL PLANNER®’ (CFP®) is the highest professional designation in financial planning and it is recognized worldwide.
Educational Profile and Certifications:
- Jurisdiction (Ontario)
- B.A. in French Literature
- License in life insurance
- FSU 101: Introduction to the Canadian Mortgage Industry from Seneca College of Applied Arts and Technology
- CERTIFIED FINANCIAL PLANNER®, CFP®
About Desjardins Financial Security Investments Inc.
Desjardins Financial Security Investments Inc. (DFS Investments) is a corporate body separate and apart from Desjardins Insurance1. DFS Investments is a mutual fund dealer registered in every Canadian province and territory and an exempt market dealer registered in Quebec. It is also registered in every Canadian province and territory for the distribution of insurance products. DFS Investments’ advisors may be qualified to provide advice on mutual funds, exempt market products and other investments products, among other things. In Québec, DFS Investments is also registered as a restricted dealer, a group insurance of persons and a financial planning firm. Unless otherwise indicated, investments in products distributed by DFS Investments are not insured, in whole or in part, by the Canada Deposit Insurance Corporation or by another public deposit insurance fund, as the case may be, nor are they guaranteed, in whole or in part, by Desjardins Insurance1, and their value is subject to market fluctuations. 1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.About Desjardins
We are Desjardins – the leading financial cooperative in Canada. It’s a name that inspires trust from coast to coast. Ranked first in North America in Bloomberg’s World’s 20 Strongest Banks in 2015‡, our cooperative nature means we work for the economic and social well-being of all our members, not just a few shareholders. With a distribution network covering every region of Canada and over twenty subsidiary companies providing a complete range of products and services, Desjardins has one of the most comprehensive financial service offers in Canada.† Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
‡ As of December 31, 2015.