Financial Planning

In many cases, what sets apart a comprehensive financial plan is its level of customization. With our team of financial planning specialists, we will help you identify your goals in the most significant areas of your life, such as your family, career or business, lifestyle and investments.

We will take the time to organize with you and include :

• an in-depth exploratory discussion to ensure your goals are well understood;
• a forecast of your financial situation (investments, retirement income, and succession) based on your goals and current savings rate;
• recommendations for investment, tax, education, retirement, and succession planning strategies tailored to your objectives;
• an action plan summarizing the recommendations and enabling you to ensure their application;
• regular updates to ensure the plan continues to reflect your current situation.

Knowing that situations can change, we can create retirement projections to help you understand how different scenarios and assumptions can impact your retirement plans. When changes occur, as it is often the case, we work with you to review your plan, analyze the details, and make adjustments to help you stay on track.

We invite you to contact us for more information about our financial planning services.