Protecting your family wealth
Ensure the financial security of your loved ones
Your family is in good hands
You work hard for your family. We can help your loved ones maintain their lifestyle, no matter what happens.
Your wealth advisor is there for you every step of the way
We will make sure your projects are on track
Your advisor will listen to your needs and help you build a strategy to achieve your life goals.
We will provide financial guidance
Your advisor will help you make decisions to help protect your financial well-being.
We will prepare you for the future
Your advisor will help you plan your estate to protect the financial security of your loved ones.
Taking care of your family
Taking care of your family
- The right protection can make up for an unexpected loss of income. Ask your advisor for more information.
- What would happen if you became incapacitated? Set up a power of attorney to have a person you trust, manage your wealth when you are unable to.
In the event of death
- An estate plan will help you make sure your assets are passed on according to your wishes. Ask your advisor for more information.
- Make sure your heirs do not spend all their inheritance. Set up a testamentary trust.
Did you know?
One out of every three Canadians between the ages of 40 and 65 is affected by a disability lasting more than three months.1
[1] Source : Info Conseil - L’assurance invalidité ou la conservation du pouvoir d’achat - Numéro 6.1.1.lC1 - Avril 2018 - Publié par la Banque Nationale.
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Financial planning
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Portfolio management
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Tax planning
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A family friend
Consolidate your assets by entrusting all your family's portfolios to the same advisor.
