The financial plan is a roadmap that shows you where you are starting from, where you want to go and how to get there. It is personalized and dynamic as it adapts to your journey and aspirations. It involves your participation and some investment of your time and will allow you to look forward to the future with more confidence by giving you the peace of mind of having taken charge of your personal finances. This process takes into account your short, medium and long term projects so that we can accompany you in their realization. Whether it's buying a second home, helping a child, traveling to the ends of the Earth, or any other dream you may have.
Consult our quarterly publication prepared by financial experts which aims to inform you about the global economic situation.
Quebec pension plan (QPP) (for Quebec residents)
Canada Pension Plan (CPP) (outside Quebec)
Old Age Security (OAS) and