Jean-Yves Dupont

About me

As a financial security advisor, my primary role is to help my clients achieve their financial goals. To begin, I assess my clients' current financial situation and determine their needs and goals. From there, I work with them to develop a personalized financial plan that takes into account their budget, risk tolerance, short- and long-term goals and investment horizon.

I also provide advice on financial risk management. This may include identifying the risks to which my clients are exposed—such as market, credit or currency risks—and implementing solutions to manage or reduce them. I also help my clients manage their debts by proposing strategies to reduce or consolidate them in order to improve their financial situation and by using my network of qualified partners.

I am also here to help my clients navigate financial products. I help them understand the pros and cons of each product and help them choose the one that best suits their goals. Financial products can include segregated funds, guaranteed interest funds, a high interest savings account, life insurance, etc. Additionally, I provide tax and estate planning advice to help my clients minimize their tax burden and plan their estate to protect their wealth.

Finally, I help my clients better understand complex financial concepts so that they can make informed decisions. As a financial security advisor, I am a trusted partner to my clients and aim to be their reference for all their financial questions. I am there to help them achieve their financial goals, but also to support them in difficult times. I am always available to answer their questions and help them make the right choices based on their situation. I am passionate about what I do and strive to provide the best possible service to my clients.

As a certified professional with the Autorité des marchés financiers, I encourage you to confirm the validity of my AMF certification