We make up for the time you don't have

 

Life often takes over, leaving your financial matters to be pushed aside. At the Hachey Group, we work as your partner to coordinate all aspects of your wealth so you can focus on what matters to you most. We start by creating your family's unique blueprint to success: your financial plan.

By understanding you, your business, and your family, we're able to help you make informed decisions on what option is best for you. That is the only way to ensure the succession of your wealth for the generations to come.

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Our team

We pride ourselves on attentive client service, backed by industry experience and credentials.

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Our approach

You are at the centre of our approach, which focuses on your goals, your needs, and your circumstances.

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Our clients

We have the specialized skills required to serve the particular requirements of several key groups.

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Business Owner Planning Seminar

Business Owner Planning Seminar

Oct 09, 2024 08:00 AM Eastern Daylight Time - Oct 09, 2024 02:00 PM Eastern Daylight Time
Ottawa Conference and Event Centre 200 Coventry Road Ottawa, Ontario

As a business owner, we believe you’d take a lot of value away from this event. Please let us know if you will be attending both sessions or just one!

What you’ll learn in this seminar:

Post-Mortem Planning: How insurance can improve outcomes and provide alternatives, focusing on real vs. theoretical tax strategies at death.

Insurance as an Asset Class: Using insurance to reallocate assets and enhance investment returns (alpha).

Leverage & Financing: Utilizing insurance for immediate financing, with considerations for equalizing assets.

 

  

Speakers

John Gialamas, CFP, CLU | Senior Manager HNW Insurance Planning, RBC Wealth Management Financial Services Inc.

Denis Sicotte | Partner Sicotte Guilbault

Pieric Langlais Gagne | Tax Partner Marcil Lavellée

 

Your host:

Ernesto Hachey

Senior Investment Advisor

RBC Dominion Securities

RBC app on mobile

Ready to get started?

 

The first step is a conversation

Contact us today