Wealth Management

Investing for the Future, the Power of Wealth Management.

Wealth Management

Investments for the Future, Retirement and Wealth Management

Our team will guide you through the various options available to you, so that you can understand and choose the best types of investment for you.

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Investing for a Variety of Life Projects…

Let’s discuss and plan how to put your money to work for you.

What are the safest investments? What are the most profitable investments?

Our role is to help you make the most favorable investment decisions possible.

Making Your Money Grow

Risk Tolerance and Investor Profile

We’re not all at the same places in our lives, and we don’t all have the same goals. That’s why we take the time to consider your risk tolerance and establish your investor profile.

Portfolio Diversification

Portfolio diversification is a crucial step towards promising, stable returns. This can be achieved through a variety of asset classes, including bonds, real estate, precious metals and alternative assets.

Depending on your objectives, we can implement a clear and effective strategy to diversify your portfolio.

Investment Choices

There are many choices when it comes to investing your money in a project.

Depending on your objectives, we’ll be able to select the funds that are ideal for you, either segregated funds or mutual funds.

Segregated and Mutual Funds

Mutual funds generally have lower management fees. There are many different types of mutual funds, so you can tailor an investment to suit your risk tolerance.

When it comes to estate planning, all segregated funds provide for direct payment to your beneficiaries, bypassing the estate. As a result, the money in your policy is not subject to estate taxes or settlement fees.

What sets segregated fund policies apart is their potential creditor protection and liability protection. In practical terms, assets held in a segregated fund policy may be protected from creditors when a specific type of beneficiary has been designated. What’s more, in the event of your death, your assets could be transferred to your beneficiaries without creditor protection.

RESP

Registered Education Savings Plan

The RESP (Registered Education Savings Plan) is a fantastic tax-sheltered way to save for your children’s education.

You can include an RESP in your financial planning strategy to cover all aspects of your life and that of your family.

Better Money Management Starting Right Now

Schedule a call to discuss your goals
and determine the best investments to achieve them.

Investing: Time for a Discussion

The first step is to start discussing your objectives. The second is to optimize your portfolio to its full potential. The third step is to choose the ideal strategy to achieve your goals as quickly as possible.

Setting Objectives

We’ll discuss your plans and objectives with you.

Choosing the Game Plan

With the help of our proposals, you can choose the strategy you’d like to follow.

Portfolio Optimization

We analyze the possibilities for optimizing your portfolio.

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Who Are We?

Putting Forward Objectives Towards your PERSONAL Financial Goals

We guide entrepreneurs and professionals who don’t have the time or expertise to carefully and strategically manage their personal and corporate finances.

Call on professionals who can analyze your situation from a different angle and advise you accordingly.

Investments
Disbursement strategies
Retirement planning
Estate planning for your assets

(438) 605-5173

Let’s Schedule a Meeting

Thanks to our know-how, you can benefit from products that meet your specific needs.

Wealth Management

Investing for the Future, the Power of Wealth Management.

Investments for the Future, Retirement and Wealth Management