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10 February 2021
Expert insight, Financial and estate planningTrusts: new reporting requirementThe Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.
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11 December 2020
Financial and estate planning, NewsAn often forgotten document: advance medical directives (AMDs)The advance medical directives (AMDs) allows any capable person of adult age to formulate in advance their wishes regarding their end-of-life treatment.
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04 November 2020
Financial and estate planning, In the mediaThe protection mandate in case of incapacityThe expertise of our notary Nathalie Poisson put to good use in La Presse.
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05 October 2020
Expert insight, Financial and estate planningPlanning your retirement: your musts and your scheduleAlthough retirement may still seem a long way off, it’s never too soon to prepare for it.
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25 September 2020
Expert insight, Financial and estate planning, NewsProtection of persons in vulnerable situations – recognizing financial abuseBe prepared in the event of incapacity : tools and services to avoid the worse.
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23 September 2020
Financial and estate planning, NewsYour family’s well-being above all!We recognize the importance of family and the attachment it creates, and with our customized and personalized services, we want to give your loved ones the opportunity to realize their full potential.
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21 September 2020
Financial and estate planning, In the mediaJackpot or big inheritance: how to manage excess income?Our advisor Raphaël Hainault answers in La Presse +
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07 May 2020
Financial and estate planning, Focus on Finance ExpressProtect your loved ones: plan your estateLessons from the pandemic: the importance of getting your affairs in order.
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01 May 2020
Expert insight, Financial and estate planningIn a time of crisis: to retire or not to retire?Financial impact that the crisis may have on those who are about to retire or have already retired. I would also like to offer you some tips to lessen the impact of the current situation on this important stage of your life.
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03 February 2020
Expert insight, Financial and estate planningBuying a home as a couple: what to do in case of financial inequality?We will examine here different situations that can arise when purchasing a home when the spouses’ financial contribution is unequal, either in terms of the down payment or with regard to the joint expenses. Such a disparity can often generate tensions. We will therefore suggest possible solutions for several typical scenarios that we have developed. […]
