Marise Paquet

About me

LOOKING AFTER YOUR FINANCES is much more than just a job for me; it’s a relationship of trust that we build together. As someone who loves people and is motivated by the desire to make a real difference, I provide attentive support to help you build solid financial security for your unique situation.

I believe it’s important to have the right advice when making financial decisions that have an impact on your daily life, your plans, and your future. Whether you’re an individual who wants to understand your options better or an entrepreneur facing unique challenges, I’m here to guide you with clarity.

My background in entrepreneurship has given me a practical understanding of the realities faced by business owners. I know the priorities, the unexpected, and the opportunities that come with them, and I can help you navigate through it all with confidence.

Whatever your situation, my role is to simplify your financial life by offering solutions tailored to your situation. I take the time to get to know you so I can fully understand your reality, your dreams, and what matters most to you.

My role is to help you make informed choices by offering clear and strategic options based on your priorities. Here's what I can do for you:

• Individual and business insurance

• Investments that fit your profile

• Advice on a well-designed retirement income strategy

• Financial strategies for entrepreneurs to optimize your business structure

• Estate planning to ensure a seamless transfer of your assets

There is always a way to better protect, grow, and pass on what you have built... and you deserve to do so with clarity and peace of mind. I look forward to working with you :)

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