Guides and Client Resources:

 

Wealth Management:

2024 Handy Financial planning facts

Early 2024 tax tips

2024 year-end tax planning for individuals

Charitable donation of securities

Charitable donation through your corporation

 

FHSA quick tips

 

Wealth Management online:

Swith to eDocuments to reduce your paperwork

How to view your eDocuments and receive notifications

Transfer funds quickly and easily

 

General Information:

Trusted Contact Person

 

 

Please feel free to contact us for additional information relating to portfolio or wealth management and we will be happy to assist you and answer your questions.

 

Team Marchand Filiatrault | RBC Wealth Management | RBC Dominion Securities Inc. | Tel. 450-686-3379, 844-260-2891 | Fax 450-686-3423 | 545, Promenade du Centropolis, Suite 200, Laval, Qc H7T 0A3 | www.equipemarchandfiliatrault.com