We are dedicated to providing investment management and strategic wealth planning that is right for you.

The economy, personal finances and human relations are a passion that drives me constantly. This passion, supported by my knowledge, makes me the ideal partner to help you achieve your goals.

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« Rule No. 1: Never lose money. Rule No. 2: Don’t forget rule No. 1. »

Warren Buffet

 « If your only goal is to become rich, you will never achieve it. »

John Rockefeller

Service

Passion

The economy, personal finances and human relations are a passion that drives me constantly. This passion, supported by my knowledge, makes me the ideal partner to help you achieve your goals.

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Engagement

Each of my clients is unique and has the right to the best possible service. I promise to offer you a service tailored to your personal situation and to offer you the products that suit you best.

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Sharing

My goal is also to share my knowledge with you. For example, a good retirement plan must take into account the risks of loss of income and additional expenses that the disease may incur.

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Profile

INVESTMENT ADVISOR | PEAK SECURITIES INC.
FINANCIAL SECURITY ADVISOR | SHARPE FINANCIAL SERVICES INC.

We help build, manage, preserve and transition wealth for anyone!

Recent Blogs

Buying a home can be overwhelming, especially when thinking about how to afford a down payment. The good news is, as a Canadian resident, you have some options for financing your new home. If you’ve contributed money to your Registered Retirement Savings Plan (RRSP), you may be eligible to use those funds to purchase a home with the Home Buyers’ Plan (HBP).
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something practical for your...