Pierre Morin

I assist a clientele of individuals and liberal professions, with varied profiles and budget levels, in structuring, developing, and optimizing their assets. My approach is based on conducting personalized wealth audits, allowing for an in-depth analysis of each client's financial, tax, and social situation, in order to define and implement appropriate strategies for tax optimization, retirement planning, insurance solutions, and estate planning.

In parallel, I autonomously develop my client portfolio, from prospecting to loyalty, ensuring rigorous and sustainable management of customer relationships. I provide personalized advice and long-term wealth monitoring, based on a relationship of trust, transparency, and education, in order to support my clients at each stage of the evolution of their situation and objectives.

I participated in the preparation of annual accounts and managed client and supplier invoicing. This experience allowed me to develop a solid mastery of financial tools, particularly MEG and Excel, as well as in-depth skills in financial data analysis. I also acquired a good knowledge of accounting and financial principles, enabling me to analyze, structure, and validate financial information.