What's new? What's exciting? What's changed?Our clients are familiar with these questions because I ask them at the start of every meeting. By listening to them and really understanding their answers we are better able to help them prioritize and work towards their goals.The individuals, families, and business owners we serve are successful, long-term, goal-oriented investors. They are active participants in achieving their financial goals and appreciate the level of service we strive to provide. Areas of focus for our clients are personalized wealth transfer strategies, protection from the unexpected, tax efficiencies, and philanthropy. We look after many multi-generational families and the foundation of our relationships is built on understanding what is most important to them and creating a bespoke plan to achieve their goals. Goals are reviewed and updated regularly and as life changes occur. Many of the families we serve have a desire to impact their community or act on a specific passion, and I help them make wise choices about how to leave assets to others and charities as part of financial strategies and estate planning processes. As a Financial Advisor and Certified Exit Planning Advisor (CEPA) professional, I work with business owners as part of their team of professionals to maximize the value of their businesses and ensure their companies are ready, attractive, and transferable at any given point in time. It is important to us that our clients feel understood, informed, secure, and in control.I have been a financial advisor with Edward Jones since 2008. I am a native of Montreal, Quebec, and spent the early part of my career as an executive in the health care sector.My interests outside of the office include golf, squash and political science. I have served in numerous volunteer capacities within Edward Jones including the Regional Leadership Team and as an Investment Policy Committee member.Our branch team, Peggy Lockie, Kelli Johnson and I, are dedicated to delivering a truly exclusive client experience. The client experience is at the forefront of every decision we make. We are proud repeat recipients of the Client Service Excellence Award for exceptional service. We offer our services in both English and French.We would love to hear from you and find out what's new, what's exciting and what's changed in your life.