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As you enjoy greater success in life, your finances will invariably become more complex and demand more of your time—time that you may prefer to devote to your other interests and responsibilities. Our team can help you reach your goals.
Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.
Planning options to consider in building a retirement nest egg as a business owner.
Being an executor can be stressful. Are you ready for the job ahead?
David Chilton's guidance on Wills, powers of attorney hasn't changed
“We have thoroughly appreciated the expertise and assistance we have received from Jean Marchand’s team over the past 15 years. They have provided us with risk management guidance for our investment portfolios and, more important still, we’ve been able to explore a number of available strategies, so as to maximize and preserve our wealth. Being specialized in wealth management, Jean and his team have given us excellent advice that is adapted to our specific needs. We are very pleased to be able to count on their support for still many years to come.”
C.D. and P.C., co-presidents and founders of PCD Solutions Inc.