Who am I?

I have been fascinated by the financial world for several years. As a little girl, I used to calculate the value of my father’s interest coupons on his bonds. But it really all began at the age of 8 when I received a gift of Royal Bank and Transcanada shares, which I still own today. It was at that time that I began to follow the price of my securities and later, to seriously study the world of personal finance and financial markets… I grasped the importance of a sound financial situation… I knew that this was what I wanted to do… share my knowledge and help people meet their financial objectives.

Before becoming an investment advisor at NBF, I also worked as an equity and options trader on the Toronto, New York and Chicago Exchanges. My 12 years of expertise, my diploma in financial planning and my CFA* designation are valuable assets that guarantee you the best possible management of your portfolio. As an independent advisor, I have access to all types of investment vehicles, including exchange-traded stocks, options and futures contracts, and more than 5,000 mutual funds; I can even help you design a portfolio managed by numerous private money managers such as Jarislowsky Fraser.

My compensation being based on your satisfaction and the return of your investment portfolio, it is in my best interest to keep you accurately updated on the evolution of your portfolio and to give you outstanding service. Our interests are intimately related.

As an investment advisor, my priorities are – and will remain – maximizing the performance of your portfolio while protecting it from an accentuated downfall in the marketplace.

You will also be able to take advantage of NBF’s financial soundness. The NBF has been serving Canadian individuals and institutional investors, corporations, and government agencies since 1902. For additional information on NBF’s services, please visit its Web site at: http://info.nbfinancial.com.

Please do not hesitate to contact me. At National Bank Financial, we manage the world’s most important investments : yours!

Looking forward to meeting you!

* CFA designation – a 3-years post-bachelor degree – is the most sought-after portfolio management designation in the world. It’s rigor and intensity demand a strong commitment and deliver a powerful value. The CFA institute leads the investment industry by setting the highest standards of ethic, education and professional excellence and vigourously advocating fair and transparent capital markets. For more details, please visit http://www.cfainstitute.org.