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SERVICES

SECURITIES ESTATE PLANNING

- Legacy planning
- Succession
- Intergenerational transfer
- Heritage asset
- Donations to children
- Trusts
- Charitable donations



* Some estate planning strategies may require the involvement of a lawyer.

TAX STRATEGIES

- Tax-efficient investments
- Tax deferral
- Conversion for tax purposes
- Intergenerational transfer


* The establishment of tax minimization strategies complies with the rules set by the CRA and may require the intervention of a chartered accountant.

plannif succession
strategies fiscales

INVESTMENT AND ASSET MANAGEMENT

- Setting targets and necessary rates of return
- Asset allocation based on personal objectives
- Investment selection in line with objectives and risk tolerance
- Tax-efficient investment
- Analysis of fees
- Ongoing monitoring (performance and objectives)

BUSINESSES

- Investment and asset management
- Group RRSP
- Tax efficiency of commercial income
- Benefits

RISK MANAGEMENT

- Protection of assets in the event of a drop or market correction
- Fixed income strategies
- Low Volatility Portfolio
- Investment risk management

investissement gestion
Entreprises
risque

RETIREMENT PLANNING

- Projection and analysis of retirement income
- Analysis of retirement needs
- Retirement allowance
- TFSA or RRSP
- Goal setting
- Analysis of CPP and OAS

retraite
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