Significant changes are occurring in an increasingly complex and regulated financial world. Over the last few years, advisors have been challenged with the new reality of our economic landscape. At Assante, we understand what it takes to overcome these challenges. Our solution is a complete wealth management practice.

I joined Assante in 2007 and work in our Montreal office. My objective is to help you grow your business. Together, we can implement efficiencies and create personalized wealth plans for your clients by leveraging expertise from our network of investment analysts, portfolio managers, lawyers, accountants, estate and insurance specialists, wealth planners, and banking and mortgage specialists. My background in marketing research, combined with my experience as a wholesaler and sales manager, gives me a unique skill set to help you express and promote your value proposition.

The decision to join a new dealership is never undertaken lightly. The criteria for consideration are wide and complex. In today's environment advisors aspire to deliver a more comprehensive suite of services to their clients and to draw on expertise from a broad network of professional colleagues. At Assante Wealth Management, we are committed to supporting such a delivery, and to serving you.

Based in Vancouver and with more than 30 years' experience in the financial services industry, I joined Assante in 2015. Having worked closely with a wide range of advisors in a wholesale capacity for 25 years, it has afforded me the ability to see what matters most to individual advisors in their practices. Similarly, practice management techniques have evolved significantly in that time. The confluence of heightened regulatory oversight, acute expectations of clients and advanced technological tools has necessitated a more holistic approach and response from dealer organizations. My approach has always been one of consultation and now, in conjunction with my colleagues at Assante, my objective is to help you advance the quality of your practice.