Integrated planning
A coherent approach to protecting, passing on and growing family wealth between generations.
We take an integrated approach to managing and securing families' financial lives. We develop a comprehensive plan that covers the financial, tax, estate and legal aspects of family life, as well as risk management strategies tailored to each situation.
Create your financial plan
Our approach begins with an understanding of your needs, concerns, future priorities and a thorough analysis of your current structure and planning. We then develop a comprehensive financial plan that integrates your financial and estate goals, your family dynamics, and our recommendations.
Provide ongoing advice and take action
This plan is made up of a set of concrete strategies designed to protect your assets, minimize risk, reduce tax impact and ensure a smooth transfer of your wealth. We work with you to implement these strategies and ensure that they remain aligned with your priorities, adapting them as your situation evolves.
Ensuring cohesion and follow-up
Create your financial plan
Our approach begins with an understanding of your needs, concerns, future priorities and a thorough analysis of your current structure and planning. We then develop a comprehensive financial plan that integrates your financial and estate goals, your family dynamics, and our recommendations.
Provide ongoing advice and take action
This plan is made up of a set of concrete strategies designed to protect your assets, minimize risk, reduce tax impact and ensure a smooth transfer of your wealth. We work with you to implement these strategies and ensure that they remain aligned with your priorities, adapting them as your situation evolves.
Ensuring cohesion and follow-up
We know that you've probably already established relationships of trust with a number of different professionals. In this context, our role is to ensure active coordination between your financial institutions, legal, tax or accounting advisors, so that all actions taken are coherent, synchronized and monitored over time. Where necessary, you also benefit from access to our network of trusted partners, enabling you to benefit from comprehensive, integrated support, with no loss of information or time.
Our integrated planning team looks after your interests at all times
Annie Boivin
Head of Tax and Estate Planning
Dave Dion
Senior Director - Financial Planning
Fanny Gaudet
Director - Will and Estate Services
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Over 25 years of experience and more than 100 family stories
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