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Joris Payen

Associate

Joris helps French-speaking expatriates build and optimize their wealth by offering them a strategic and personalized approach.

With solid experience gained in Canada as part of a renowned wealth management team, he puts his energy and professionalism at the service of his clients to offer them clarity, performance, and long-term financial security.

Entirely dedicated to his work, he stands out for his ability to understand the specific challenges of expatriation and to offer tailor-made solutions. Passionate about financial markets and driven by a constant desire to progress, Joris has established himself as a new-generation advisor, close to his clients and resolutely focused on their goals.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • Retirement Planning
  • Succession Planning
  • Wealth Management
  • Inheritance Tax Planning
  • Investment Portfolio Management
  • Investment Review
  • International Savings & Investment Options
  • Insurance & Family Protection
  • High Net Worth & Ultra High Net Worth
  • Private Client Wealth and Estate Planning

Regions Covered

  • Worldwide