CLIENT PORTAL WILL BE TEMPORARILY CLOSED – THURSDAY, FEBRUARY 12, AT 8:30 PM
The Client Portal will be temporarily closed on Thursday, February 12, from 8:30 PM to 11 PM, in order to perform a system update. Access will be restored as soon as it is completed. The Wealth Management team's telephone service can be reached from Monday to Thursday, 8 AM to 8 PM, and Friday, from 8 AM to 5 PM, at 514-788-6485 (toll-free: 1-800-291-0337). Thank you for your understanding.

What exactly is financial planning?

5 mins
Investments & Savings

Publié le Mis à jour le

We often hear about financial planning without being sure of what it really means. Contrary to what you might think, it isn’t just for financial experts or high-net-worth individuals. It’s a tool that’s accessible to everyone. It gives you an overview of your finances so that you can organize your money more effectively, get a sense of control and move forward with your life projects.

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Tax planning

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