Our services
Comprehensive wealth management solutions tailored to your retirement, investment, insurance, and estate planning needs
Retirement Planning
- Retirement income projection and analysis
- Retirement needs analysis
- TFSA or RRSP
- QPP and OAS analysis
- Goal setting
Investment Management
- Setting your objectives and necessary rate of return
- Selecting your investments in harmony with your objectives and risk tolerance threshold
- Managing the risk of your investments
- Tax-advantaged investments
- Continuous monitoring (performance and objectives)
Insurance and Annuity
- Life insurance
- Professional disability insurance
- Critical illness insurance
- Life annuity
Estate Protection
- Estate planning
- Legacy planning
- Succession
- Intergenerational transfer
- Gifts to children
- Trusts
- Charitable donations
Tax Minimization
- Tax-advantaged investments
- Tax deferral
- Tax conversion
- Intergenerational transfer
Additional Services
- Accountant/Tax specialist
- Notary
- Mortgage broker
- Group insurance
Groupe MCB
Contact
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2000 Mansfield St 18ieme étage, Montreal, Quebec H3A 3A6