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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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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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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 […]
