The financial plan is a roadmap that shows you where you are starting from, where you want to go and how to get there. It is personalized and dynamic as it adapts to your journey and aspirations. It involves your participation and some investment of your time and will allow you to look forward to the future with more confidence by giving you the peace of mind of having taken charge of your personal finances. This process takes into account your short, medium and long term projects so that we can accompany you in their realization. Whether it's buying a second home, helping a child, traveling to the ends of the Earth, or any other dream you may have.
When can I retire?
On what income will I be able to count at retirement and
where will it come from?
Will I be able to travel every year?
When should I apply for my QPP/CPP?
From which accounts should I disburse first?
Should I prioritize paying off my mortgage or contributing to
an RESP?
Can I help my children buy their first home?
Can I afford the RV of my dreams?
Thinking of buying or renovating a property?
Renewing your mortgage?
Do you want to remodel your kitchen and are wondering if you
can afford it?
Are you dreaming of a country house and would like to determine the impact this purchase will have on your retirement plans?
Wondering if you have too much or too little insurance?
Would you like to know if your coverage through your employer
is sufficient?
Not sure you understand the many intricacies of your insurance
contracts?
Do you have questions about medical insurance?
How can you pay off your debts?
How to make a personal budget?
How do credit cards and credit card interest work?
How should you finance your big purchases?
What’s the deal with paystubs?
How much does it cost to get your own apartment?
How to budget for a first car?
Quebec pension plan (QPP) (for Quebec residents)
Canada Pension Plan (CPP) (outside Quebec)
Old Age Security (OAS) and
My acount is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.
This document contains information about registered and government plans, taxation and some legal information. These data come primarily from the Government of Canada and Canadian provincial governments.
