Financial well-being extends beyond portfolio management

A wealth management approach considers financial planning, retirement planning, will and estate planning, insurance strategies and tax strategies to help you achieve your financial goals.

In many cases, the key to a comprehensive financial plan is the level of customization it offers. A customized, comprehensive financial plan should involve the following:

• In-depth discovery discussion to ensure that your goals, aspirations and objectives are clearly identified

• Projection of your financial situation (investment, retirement and estate) based on your current strategies and savings rate

• Recommendations of key investment, tax, estate and retirement planning strategies that are aligned with your goals

• Projection of your financial situation if the recommended strategies are implemented

• An action plan that summarizes the key recommendations and a clear guideline for you and your advisor to help monitor their implementation

Please contact Eric Bernard, 514-878-5957, if you would like more information about having a comprehensive financial plan prepared for you.

Depending on your situation, you may only require a simple retirement plan or projection to determine if you are on track to meeting your retirement goals.

Wealth management solutions

Financial well-being extends beyond portfolio management A wealth management approach considers financial planning, retirement planning, will and estate planning, insurance strategies and tax strategies to help you achieve your financial goals.

Financial well-being extends beyond portfolio management

A wealth management approach considers financial planning, retirement planning, will and estate planning, insurance strategies and tax strategies to help you achieve your financial goals.