Financial planning

  • Professional and independent financial and tax planning services, including reports, consulting and/or seminars.

  • Integrated or partial financial planning, covering the following:

    • Cash and debt planning
    • Restructuring debt
    • Compensation
      • Pension plans
        • Deferred pension vs. LIRA or locked-in RRSP
        • Integrated pension vs. basic pension
        • Analysis of alternative options
      • Remuneration
        • Benefits, including :
          • Stock options
    • Income taxes
    • Estate planning and wills
    • Risk and insurance planning
    • Retirement and financial independence planning
      • Retirement planning
      • Planning related to loss of employment
    • Investments strategies
      • Tax preferences
      • Optimizing investment income tax rates