Personal financial planning is a field that is constantly evolving. Our preferred approach taps every area of personal financial planning to draw up a well-balanced portrait. We will look at each component of your client’s current financial situation and examine every element that influences your financial health.
This is a dynamic process that calls for an action plan to be developed and put in place, based on legal, financial, economic and tax information. This exercise will provide your client with a clear picture of his financial position to help him make insightful decisions at the right time and track the changes in his estate using tools that were developed to protect and grow his savings.
Cooperation is essential
To carry out our mandate, we are counting on the client’s commitment to provide us, in a timely manner, with all the information relevant to their financial situation that will be necessary for the proper conduct of the case, and thus, we will submit a detailed report of their current situation as well as an action plan to achieve its financial goals.
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Do not hesitate to write us by filling out the contact form. It will be our pleasure to assist you in all the steps.
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