Integrated planning

Managing wealth goes beyond building an investment portfolio. It requires a comprehensive vision and thoughtful planning to address complex needs. We work closely with our clients to structure their wealth in a way that reflects their family situation, financial objectives, and personal values. Through an integrated and confidential approach, we bring together the necessary expertise to develop tailored solutions.

Financial, tax and estate planning

  • The first meeting serves to gather information on your family and financial situation. 
  • We draw up a financial plan based on various retirement scenarios.
  • We establish an estate plan, which includes a review of your will, any shareholders’ agreements, your mandate in case of incapacity, and your general power of attorney. 
  • We make recommendations regarding tax planning. These may include creating a family trust, establishing a holding company, incorporating a professional practice, undertaking an estate freeze, and setting up structures to minimize or eliminate U.S. estate tax.

Analysis of existing insurance policies

  • We perform a detailed review of your insurance contract portfolio. 
  • Based on your requirements as established in your estate plan, we present strategies to ensure the preservation and enhancement of your assets. 
  • At your request, we offer insurance strategies that comprise individual bequests and corporate planned giving.