In our rapidly evolving and interconnected world, global events can have a local impact. Markets are often volatile, and tax rules can change. Our experts help you understand these issues and how they affect you.
-
Investment and markets, NewsResponsible investment: Creating a positive impact with energy transition
Traditional business models in question and new opportunities for investors.
-
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.
-
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.
-
NewsProfessionals’ Financial strengthens its presence in Outaouais
Julie Marcotte joins the team of financial planners.