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Rely on my expertise in the following areas to help you meet your objectives:
For every stage of your life, you need tailored financial solutions to help you reach your goals. Here are the steps I take to find solutions that meet your needs:
Consult the MyIdea tool before we meet to see how much you need to save for your goals.
Financial planning services are offered by National Bank Investments Inc. (NBI), a wholly owned subsidiary of National Bank of Canada. NBI is registered as a financial planning firm in Quebec.