Protecting your family wealth

Ensure the financial security of your loved ones

 

Your family is in good hands

You work hard for your family. We can help your loved ones maintain their lifestyle, no matter what happens.

Your investment advisor is there for you every step of the way

Conseiller en placement ayant une idée

We will make sure your projects are on track

Your advisor will listen to your needs and help you build a strategy to achieve your life goals.

Une main qui donne de l'argent à une autre

We will provide financial guidance

Your advisor will help you make decisions to help protect your financial well-being.

Un document préparé par le conseiller en placement

We will prepare you for the future

Your advisor will help you plan your estate to protect the financial security of your loved ones.

Taking care of your family

Homme hospitalisé avec une jambe dans le plâtre

Taking care of your family

  • The right protection can make up for an unexpected loss of income. Ask your advisor for more information.
  • What would happen if you became incapacitated? Set up a power of attorney to have a person you trust, manage your wealth when you are unable to.
Couple âgé discutant de sa succession

In the event of death

  • An estate plan will help you make sure your assets are passed on according to your wishes. Ask your advisor for more information.
  • Make sure your heirs do not spend all their inheritance. Set up a testamentary trust.
Pictogramme point d'interrogation

Did you know?

One out of every three Canadians between the ages of 40 and 65 is affected by a disability lasting more than three months.1

[1]  Source : Info Conseil - L’assurance invalidité ou la conservation du pouvoir d’achat - Numéro 6.1.1.lC1 - Avril 2018 - Publié par la Banque Nationale.

Our expertise at your service

Financial planning

Want to build wealth for your entire family? We have all the tools you need.

Portfolio management

Entrust your portfolio management to one of our experts so you can spend more time with your loved ones.

Tax planning

Discover strategies to reduce your tax bill.

A family friend

Consolidate your assets by entrusting all your family's portfolios to the same advisor.

 

Email icon