For almost two centuries, our customers have entrusted us with their life savings. I see this responsibility as a privilege that we must honour. On a daily basis, my role is simply to help and reassure our clients. They can face complex and unique issues. My diverse background in accounting, finance and compliance allows me to approach their issues from a different perspective and to quickly present relevant and effective solutions. I believe that the relationship between a client and his advisor should be simple and human. For me, availability and listening are essential elements in any relationship of trust.
