Financial planning


In taxation, although impôsition is necessary for the management of public spending and for a certain social justice, no one should pay more than they need to.

Our financial planning firm helps you navigate through complex tax laws that are often unknown to the general public. Indeed, their proper use makes it possible to reduce the personal or family tax burden.

Taxation as an entrepreneur

In the case of reorganization, purchase/sale of companies, tax structures of your companies, or topics related to the transfer to your children, or complex estate planning, we play a role of general practitioner who will point out the areas to be discussed with a tax specialist.

Planico puts at your disposal its expertise at the service of your company.

The shareholder’s income needs

Planning the income you need can’t be done without financial planning. The latter takes into account many aspects. The shareholder’s remuneration, whether through salary payments or dividend payments, must be calculated by doing your financial planning.

Independent and incorporation

Our team is a partner of choice to guide you towards the solution whose taxation benefits you best by taking into account your objectives. If you intend to sell your business in the next few years, or to inherit your business to your children, we make sure that you have access to all available tax credits .

Optimize your taxation as an entrepreneur now.

Schedule a call to discuss your goals and determine the best strategies to get there.


Setting objectives

We discuss together to determine your projects and goals.

Choice of game plan

With the help of our proposals, you choose the strategy you will follow. 

Portfolio Optimization

We analyze the possibilities of optimizing your portfolio. 

Taxation and retirement

The financial planner has an excellent knowledge of the structure of the pension system in Canada. This system provides for minimum benefits for pensioners. It leaves the responsibility to employers and, above all, to individuals to save enough to live retirement in the desired comfort, with the only support being various tax measures to encourage retirement savings.

Contact Planico to help improve your financial situation at all stages of your professional life and transition to retirement.

Make sure that the construction of your portfolio follows a strategy that will optimize your taxation!