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The value of participatory life insurance policies

The value of participatory life insurance policies Participatory life insurance policies generally have access to investment that a labda person does not necessarily have access to. These investments are generally extremely targeted and require a significant investment of capital to be able to invest in this style of project. Alternative investments play an extremely important…

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How can the financial services firm Planico really help you?

How can the financial services firm Planico really help you? Financial planner, financial security advisor, mutual fund representative or resource person for real estate investments. A lot of skills needed to understand the financial market as a whole. That is who we are. Thanks to our knowledge and our multiple certifications we are now able…

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The RESP: What is it?

The RESP: What is it? An RESP is a plan that is defined as a portfolio where you will be able to invest money for your children’s education. When your child arrives at CEGEP, in a D.E.P. or at university, it will be possible to withdraw the sums. In most plans, you will be able…

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The funds of the Fédération des Travailleurs du Québec (FTQ) in a few words…

The funds of the Fédération des Travailleurs du Québec (FTQ) in a few words… The FTQ’s funds can be extremely interesting for Quebec women aged 71 and under. Thanks to this, you will eventually be able to get an additional tax credit of 30% of your RRSP in addition to the return that will be…

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How to manage your various financial actions in business?

How to manage your various financial actions in business? In this video, we explain the importance of communicating your financial goals (and expectations) to the various financial professionals in your business (such as your accountant or tax specialist). Indeed, in most cases, if you report a situation by failing to mention some other aspect of…

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Planico financial services firm in a few words

Introduction to Financial Planning In this video, we explain the basics of financial planning as perceived in the social and legal system in Canada and more specifically, in Quebec. Two words will be important to keep in mind throughout the process: “optimize” and “popularize”. Popularize here referring to the simplification of certain financial terms so…

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Entrepreneurship and opportunities – Planico Financial Services Firm

Work and opportunity: A winning combianaison It’s better to be ready and not have opportunities, than to have an opportunity without being ready.” We discuss opportunities for entrepreneurs in a context of economic crisis, or recessions. Business successions are at the heart of the debate, with significant challenges on labour shortages, and the incredible opportunities…

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Cryptocurrency Tips

Cryptocurrency Tips In this video, Denis Bourque of the financial services firm Planico presents valuable advice related to cryptonnia. A type of asset that will be important for you to understand if you eventually plan to invest in this currency. Visit our YouTube channel today to learn more… https://www.youtube.com/shorts/TZATyoM8AZI

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The importance of efficiency when planning financially.

The importance of efficiency when planning financially… In this Youtube video, our financial services firm Planico introduces you to the basics of financial planning. The topics of effectiveness and efficiency are also discussed in order to make you understand the state of mind of the different strategies used during the process. Visit our YouTube channel…

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Planico financial service firm – to guide you and popularize all the services of banking institutions!

Planico financial service firm – to guide you and popularize all the services of banking institutions! In this first youtube video, our financial services firm Planico introduces you to the world of financial planning. A pictorial way to make you understand the overall spirit of our process, which can sometimes seem complicated to understand. Visit…

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