{"id":4651,"date":"2023-09-04T15:13:46","date_gmt":"2023-09-04T19:13:46","guid":{"rendered":"https:\/\/planico.ca\/investment-home\/"},"modified":"2025-01-30T13:32:23","modified_gmt":"2025-01-30T18:32:23","slug":"home","status":"publish","type":"page","link":"https:\/\/planico.ca\/en\/","title":{"rendered":"Home"},"content":{"rendered":"

Financial Planner<\/h1><\/h1><\/div>

Denis Bourque Pl.Fin., B.A.A.: Your Financial Planner Guides You in Both Personal and Corporate Matters.<\/h2><\/h2><\/div><\/div><\/div><\/div><\/div>
\"Denis<\/span><\/div><\/div><\/div><\/div><\/div>
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PLANICO Financial Services Practice<\/strong>
\nDenis Bourque Pl.Fin., B.A.A.<\/p><\/h2><\/div><\/div><\/div>

INDIVIDUALS<\/span>INDIVIDUALS<\/span><\/div><\/a><\/div><\/div><\/div>
ENTREPRENEURS<\/span>ENTREPRENEURS<\/span><\/div><\/a><\/div><\/div><\/div>
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Financial
\nPlanning<\/p><\/h4><\/div>

In finance, the financial planner plays the same role as your GPS, getting you to destination more efficiently.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

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Life Insurance
\nand Critical Illness<\/p><\/h4><\/div>

Protect yourself and minimize the impact of unforeseen events with insurance.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

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Group
\nInsurance<\/p><\/h4><\/div>

There are very few Canadian employers who don’t offer their employees group insurance coverage.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>

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An Action Plan Makes Execution Easier.<\/p>\n<\/div>

Denis Bourque Pl.Fin., B.A.A.,
\nPlanificateur financier<\/h3><\/h3><\/div>
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SCHEDULE A MEETING<\/span>SCHEDULE A MEETING<\/span><\/div><\/a><\/div><\/div><\/div>
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Without a Financial Planner, it’s Much Harder to Take Action.<\/span><\/p>\n<\/div>

In the greater Montreal area, on the North and South Shores, with both individuals and entrepreneurs, our vast experience in the financial field will help you achieve your goals more easily and more quickly. In a clear, proactive and transparent way.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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Our Areas of Expertise<\/h3><\/h3><\/div>

Discover PLANICO’s Financial Services<\/p>\n<\/div><\/div><\/div>

Personal or corporate financial planning? Insurance needs? Whatever your objectives, a global vision will enable us to build a strategy tailored to your needs. We serve customers in the Montreal, Laval, North Shore and South Shore regions.<\/p>\n<\/div><\/div><\/div>

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Insurance<\/p>\n<\/div>

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Finding the Right Coverage<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Retirement<\/p>\n<\/div>

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Start Planning for Your Future Today<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Estate Planning<\/p>\n<\/div>

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Safeguarding Your Life\u2019s Legacy<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Legal Aspects<\/p>\n<\/div>

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Matrimonial Property and Assets<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Fiscal Policy<\/p>\n<\/div>

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Navigating Complex Taxation Laws<\/h4><\/div><\/div><\/div><\/div><\/div><\/div>
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Results in Achieving Your Personal Financial Goals\u2026<\/span>Results in Achieving Your Personal Financial Goals\u2026<\/span><\/div><\/div><\/div><\/div><\/div><\/div>\n
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Who Are We?<\/p>\n<\/div>

Achieving results towards your PERSONAL financial goals<\/h3><\/div>

We guide entrepreneurs and professionals who don\u2019t have the time or expertise to carefully and strategically manage their personal and corporate finances. Unless you work in conjunction with a financial planner, it\u2019ll be difficult for you to serenely get through all the complexities related to your finances (legal, estate, tax, financial, retirement and protection issues). Don\u2019t worry, you\u2019re not alone.<\/p>\n<\/div><\/div><\/div>

Call on professionals who can analyze your situation from a different angle and advise you accordingly.<\/strong><\/p>\n<\/div>