About

As a financial planner and co-founder of Navia Financial Group Inc, my Clients' goals and life plans are my priority and I remain sensitive to their needs. That's why I work hard to provide clients with financial plans that will help them achieve their dreams and the lifestyle they desire.

I have worked in finance for over 27 years and have guided many clients along the way. I strive to create open, honest relationships based on reliability, trust and sound advice.

As a husband and father of 3 grown children, we enjoy skiing as well as discovering and hiking new trails. 

Financial security advisor, group insurance plans advisor and financial planner, Groupe Financier Navia Inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†

As I am working as an advisor with Navia Financial Group Inc., my aim is to support and guide Clients through the big financial steps in their lives. It is very rewarding to be able to help people with purchasing their first homes and other major life events.

I initially started in the financial industry in 2021 as an administrative assistant. During that time, I got the chance to learn about the administrative work done by our wonderful administrative team to better serve Clients and advisors.

I am also active in the soccer world, as a professional soccer player. I’ve been practicing the sport for more than 25 years, with 10 of those years as a professional. The values I’ve learned through sport such as teamwork, discipline and diligence have helped me not only in this working environment, but in everyday life as well.

My premier objective, as an advisor for the Groupe financier Navia inc., is to accompany Clients in navigating the financial world through important steps and projects in their lives. My priority will always be to listen to your needs to establish your objectives and to help make your dreams reality. Ultimately, this is why I joined the company in 2023.

Before joining the company, I worked as a chartered professional accountant (CPA) for 7 years. This experience has allowed me to acquire an exhaustive comprehension of the financial domain, of taxation as well as the management of finances. In the future, I aspire to establish relationships with Clients based on values like trust, discretion, rigour, and perseverance.

I am married since 2021 and our union has brought us 2 beautiful children. Our favorite family activities are outdoor sports and all forms of cycling. 

As COO of Navia Financial Group inc., my wish is to create a stimulating, fun although efficient work environment for all. I believe having established procedures, structure, and clarity for all members of our team, will create positive results and help them achieve their professional goals and feel successful in their roles.

My professional path in the financial industry started in 2017 with the current advisors, before they became Navia Financial Group inc. Back then I could be found at the forefront of the office in a customer service role. My contribution in each sector within the administrative department and better understanding of the firm throughout the years has set the foundation for success in my current role.

I thrive when I am able to help create chemistry, culture and a holistic approach within our team. I enjoy helping to build longstanding, trustworthy relationships with our partners and Clients.

I believe my outgoing personality, enthusiasm, positive energy, and open-mindedness have helped me gain respect and trust from others. I love what I do, coming to work at our firm every day is a pleasure and I find it very satisfying from a professional point of view.

In our free time, my husband Pat and I love to recharge our batteries playing in the great outdoors, with Zach and Alex, our teen boys. We enjoy quadding in the forest, hiking and snowshoeing and campfires under clear starry night skies.

In my role as the communications associate for Navia Financial Group Inc., I am committed to being tuned into Clients’ needs and facilitating the Client-advisor relationship.

In 2021, I integrated within the Sun Life family as a call centre representative for group retirement services. Today, in my present role with Navia, I am pleased to be able to help maintain close relationships with Clients in order to help them across every step in their lives and their future projects.

As of right now, I am studying in Communications and Administration. In the summertime, you can find me on my bike and in the winter on my cross-country skis.