About
Trainee in insurance of persons in Magog, affiliated with Cabinet Magog. I work with clients across Quebec remotely, as well as in person in the Eastern Townships. My work is helping them better protect their income, their loved ones and their plans, with an approach that is simple, clear and suited to their situation.
My background is not the one people spontaneously associate with financial services. I first studied mechanical engineering, then spent close to eight years in mechanical design before going on to a bachelor's degree in robotics engineering at Université de Sherbrooke. Alongside that, I completed university training in entrepreneurship and built my own company, 3DVertical. Those experiences taught me to analyse a situation, understand its constraints, compare options and decide from concrete data.
One thing has always mattered in the choices I have made, and that is freedom. The freedom to choose my projects, to seize an opportunity when it comes up, and to change direction without financial considerations constantly getting in the way. My time as an entrepreneur taught me, however, that this freedom does not come from worrying less about your finances, but from structuring them well enough that you no longer have to think about them all the time.
As a self-employed worker, I ran straight into realities like variable income, business expenses, saving, investing, debt, and the absence of certain benefits that employees take for granted. So I became increasingly interested in how solid protection and sound financial organisation let you keep more control when something unexpected happens. Knowing that certain risks are covered and that your finances are structured frees up energy for your projects, your family, and what actually matters to you.
That line of thinking is what eventually led me to insurance of persons, and to iA Financial Group. I found there an approach close to my own way of seeing things. First understand a person's situation, identify what could genuinely derail their plans, then put the right protection and strategies in place. The goal is not simply to anticipate what could go wrong, but to make sure an unexpected event has as little impact as possible on the choices available tomorrow.
Today I bring to my files the same analytical approach I developed over my years in design, in entrepreneurship and in my robotics engineering studies. Having owned a business also gives me a concrete grasp of several issues self-employed workers and entrepreneurs face.
Outside work, I remain deeply involved in robotics and technology projects, including COBEQ. Music holds an important place in my life as well, as do training and the outdoors. Fields that look quite different on the surface, but that all reflect the same thing. I like learning, building projects, and keeping the freedom to pursue what interests me.
Transparency
I am currently practising as part of my professional traineeship with Cabinet Magog, under the supervision of Olivier Gagnon.
I say so up front because it is good news for you. Every analysis I produce is reviewed by an experienced advisor before it is presented. You get two professional opinions on your file, at the same cost, which is to say, none.
My commitments
Every situation is different. Before talking about products or solutions, I want to understand what you already have, what you want to achieve, and what could genuinely derail your plans. A recommendation should start from your reality, not the other way round.
My job is not to pile up coverage or to make your finances more complicated than they need to be. If what you already have meets your need, I will tell you so. If a solution is relevant, I want you to clearly understand what it is for, what it costs, and why it is there.
A good plan is not something you set up once and then forget. A new job, a business, a house, a family, or simply new goals can change what you need. I intend to stay available to review the situation and adjust things when it matters.
How I work
The first meeting is there to understand where you stand, what worries you and what you want to protect. I ask questions, I take notes, I check what is already in place. Nothing is decided that day. You leave with a written picture and all the time you need to think it over.
A 30-minute meeting, free and without obligation. You leave with a clear picture of your situation.
