I help individuals, families, and small business owners achieve their financial goals using investing, retirement planning, and insurance with a focus on socially responsible investing to help shape a better future.
Fossil fuel-free, green and impact investing, retirement & insurance planning.
- Financial Advisor
- Degree in Mathematics and Finance from McGill University
Services | Portfolio Management (50k Minimum), Retirement Planning, Insurance.
Location | New York City working with clients nationwide.
Are you looking to invest meaningfully and responsibly to reach your short, medium, and long-term goals?
I work with individuals who share care for the world and seek a like-minded financial advisor to guide them with investing and planning for retirement in a socially and environmentally conscious manner.
As an advisor, my goal is first to understand your personal financial background and what you hope to achieve. I take a holistic approach to financial advising and focus on three key areas: investments, retirement planning, and insurance planning.
In addition, as a fiduciary, I do what is in your best interest with a focus on duty of care and transparency. Everybody’s situation is different, and together we will create an actionable path to reach your objectives on time. I believe no one should give up their morals or values to achieve their goals.
Why Socially Responsible Investing?
Since I was young, I learned from my parents to care for individuals from all walks of life and be conscious of my impact on the planet. I applied these principles when, as a thirteen-year-old, following their recommendation, I chose to invest my bar mitzvah money into SRI. Fifteen-years later, my objective is to guide clients through prudent financial planning and set up scholarships and grants in science and finance for individuals in lower socio-economic standings. I believe equal opportunity and social justice begin in school.
About Me
When I enrolled at Ulster County Community College, I wanted to be an engineer and design Legos. As I progressed in the engineering discipline, I realized my understanding of the field was driven by mathematics. With the money earned working three jobs as a farm hand, dishwasher, and a mechanic shop hand, I opened my own investment accounts and learned about the economy, portfolio construction, and financial markets. After community college, I decided to pursue a career in finance while retaining a focus on mathematics. Being half French and wanting to stay on the East Coast, I applied and was accepted to McGill University for a major in mathematics and a minor in finance.
Upon graduating McGill, I worked at Manulife Securities (2020) in Montreal; my first financial job out of university. At that point I knew I wanted to be a financial advisor. I expanded my knowledge working alongside advisors with over 20 years of experience in the industry. However, I realized that focusing on asset management without looking into their overall holistic financial plan and retirement does a disservice to individuals.
After two years as an associate, I took a leap to work in the crypto sector at Argo Blockchain (2022), a company that used 100% renewable energy to mine Bitcoin. During my time there, I deepened my understanding of the cryptocurrency space which helped me become a better-informed advisor.
I moved back to NYC to work at Northwestern Mutual (2023), a mutually held insurance carrier, to learn how insurance fits in overall financial wellness. While I helped many families get the insurance they needed to protect themselves and their loved ones, it was complicated to offer products and investments focused on socially and environmentally conscious investing.
This led me to Natural Investments where I found my forever home to build my practice.
My process begins with a brief call to understand your current and future goals and how Natural Investments and I will help you reach them.