Professional Background
Practical experience counts for a great deal in the financial planning business. With more than 15 years of service as a financial advisor and five years prior to that operating my own small business, I have plenty of practical experience to draw on. What's more, I constantly up date my knowledge through continuing education, as well as professional seminars and workshops.
Financial planning is a multi-disciplinary profession that requires extensive knowledge in many areas of expertise. This is why I also rely on a network of professional advisors (lawyers, notaries, tax accountants,etc.) who I consult regularly and who I will refer directly to clients if the need arises.
Licenses
- Mutual Fund Representative - 1993-2007
- Investment Advisor - since 2007
- Financial Security Advisor (Life/Disability Insurance) - since 1994
Professional Designations
- Financial Planner - the only professional financial planning designation recognized in the province of Quebec - since 2001.
Other Professionally Related Activities
- Member of the Social Investment Organization
- President of the Board of Directors for Montreal Youth Theatre
- Part time columnist (articles on personal finance) for local community newspapers
Education and Professional Training
- B.A. Latin American Studies (a multi-disciplinary degree including political science, economics, languages and literature) - completed 1983 -McGill University - University Scholar and Spanish Embassy Book Prize
- TESL Certificate (Teaching English as a Second Language)- completed 1986 - Concordia University
- Investment Funds Institute of Canada Training Course - completed 1993
- Conseil des assurances de personnes training Course for market intermediaries - completed 1994
- Certificate in Personal Financial Planning - completed 2001 - Laval University and - l'Institut québécois de planification financière
- Canadian Securities Course and Conduct and Practices Handbook Course –Canadian Securities Institute – completed 2007