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Services
Retirement planning
- Projection and analysis of retirement income
- Analysis of retirement needs
- TFSA or RRSP
- RRQ and PSV analysis
- Establishment of objectives
Managing your investments
- Establishment of objectives and necessary rate of return
- Selection of investments in harmony with the objectives and risk tolerance
- Investment risk management
- Tax-efficient investment
- Continuous monitoring (performance and objectives)
Insurance and Annuity
- Life insurance
- Professional Disability Insurance
- Critical Illness Insurance
- Life Annuity
- Wealth protection
Estate Planning
- Legacy planning
- Succession
- Intergenerational transfer
- Donations to children
- Dons aux enfants
- Trusts
- Charitable donations
Minimization of tax
- Tax-efficient investments
- Tax deferral
- Conversion for tax purposes
- Intergenerational transfer
Additional services
- Accountant / Tax specialist
- Notary
- Mortgage Broker
- Collective insurance