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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Expert insight, Financial and estate planning, NewsProtection of persons in vulnerable situations – recognizing financial abuse
Be prepared in the event of incapacity : tools and services to avoid the worse.
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Expert insight, Investment and markets, Taxation and incorporationThe leverage loan: a risk to consider
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Expert insight, Taxation and incorporationDoes incorporation have real value for entrepreneurs?
If you are in the process of becoming, or are already, an entrepreneur, a freelancer or a self-employed worker, you have probably heard about incorporation.
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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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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. […]