Wealth Strategy Advisory Services
A multidisciplinary team with knowledge in all financial planning-related aspects.
We can approach all the integrated financial planning‑related aspects, based on your marital status and business status.
- Customized Private Wealth Management: Retirement planning, annual compensation management (during your active period or upon retirement), debt management, tax planning, etc.
- Investments: Tax optimization and tax shelters management
- Individual Insurance Plans: Concepts regarding both the base coverage and the estate planning objectives
- Estate Planning: Comprehensive process management
- Planned Donations: Tax optimization based on personal objectives
- Shareholders’ Agreements: Comprehensive process management
- Retirement Plans: Assumption of employer plans (group RRSP, DPSP, defined benefits, defined contributions, VRSP, etc.)
- Group Insurance Plans: Assumption of employee benefit and global compensation programs
- Employee Retention and Succession