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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. […]
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22 November 2019
Expert insight, Finance and investments, Financial and estate planningProtection of vulnerable persons: changes in sightTake the necessary steps to preserve your peace of mind!
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29 September 2019
Expert insight, Financial and estate planningChallenges of succession liquidators and testamentary trust trusteesA liquidator and a trustee are both persons of trust who must ensure that a patrimony is transmitted to its beneficiaries according to best practices. The choice of a liquidator or a trustee, especially when it concerns your patrimony, is essential.
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15 July 2019
Expert insight, Financial and estate planningPension plans: Who gets the death benefit when you die?A detailed assessment of your situation is even more important if your matrimonial status changed during your life as a result of a separation or divorce, followed by a de facto union or a new civil union or marriage. Achieving your estate objectives could be jeopardized. . To better understand the rules that could apply […]
