Our experts examine various subjects such as wealth management, the financial markets, and economic developments and their impacts.
Take the time to read the articles prepared for you.
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25 March 2022
Expert insight, Investment and marketsUnderstanding volatility and market declinesThe difficult global events that we are currently experiencing are casting a cloud of uncertainty over all global markets.
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18 January 2022
Expert insight, Financial and estate planningDesignate a trusted contact person for your protectionThe Autorité des marchés financiers (AMF) is the organization mandated by the government of Quebec to oversee Quebec’s financial sector and to provide assistance to consumers of financial products and services.
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18 May 2021
Expert insight, Financial and estate planningThe real value of adviceWe believe in the value of advice because it’s the decisive factor in achieving the best performance, in both your personal and business financial plan.
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17 May 2021
Expert insightAdvice, a valuable and much-sought-after commodity!Audrey Lopez de la Osa has a lot to say about her role as an advisor. In just a few questions, she gets to the heart of the matter, because the advisory aspect of her job is key for her.
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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.
