Carry out your projects
Our Advisory team can help you carry out your projects over the near, medium or long term.
Buying a home usually involves asking yourself many questions about your finances. Our team can guide you through every step of this major life project, from the down payment to the mortgage.
You must plan your retirement based on your actual needs. Our team can help you determine the amount you will need and devise the best withdrawal strategy.
Whether you are saving for your children’s or grandchildren’s postsecondary education or your own return to school, get advice on saving strategies and optimize the grant amount you receive when investing in an RESP.
Do you want to take a trip? Buy the car or motorcycle you’ve always dreamt of? Whatever you have in mind, our team can help you craft a savings strategy to reach your financial goals.
There are financial considerations to take into account when entering the job market or looking to switch jobs. Find out about your current or future employer’s severance package, group savings plan and more to optimize your finances.