Financial advisors are numerous, but trusting relationships are scarce. Yan focuses on long-term relationships based on trust. He built his business by developing relationships of trust with corporate executives and entrepreneurs, thus allowing him to understand and to better integrate their goals, be they financial, personal and family goals.
Yan has been an independent financial security advisor since 2012. Today, he works with Diversico Experts Conseils so that his clients can benefit from all the resources available with a large independent firm, such as tax planning, insurance, risk and wealth management.
Yan firmly believes that financial advice lies in process based solutions and planning, all supported by deep personal and business relationships, adding to the quality of results for his clients.
His process will allow you to clearly assess your situation, identify opportunities and risks, and then put in place a strategy to provide you with the financial abundance you are looking for.
His advice is free from any conflict of interest and independent of any financial institution.