Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
Create a personalized financial plan based on proven principles, in collaboration with professionals such as:
2) Second contact
· Presentation of a personalized financial plan
· Establishing a target asset allocation
· Explaining the proposed financial tools
· Discussion of incorporation and its tax benefits
· Discussions on RRSPs, TFSAs, RESPs, capital gains, dividends, interest, etc.
· Answers to your questions, comments