Plan for the future with peace of mind
A well-structured financial plan, including a retirement projection, is one of the most powerful tools to secure your financial future. Whether you're at the start of your career, progressing professionally, or nearing retirement, it is never too early or too late to plan.
Anticipating leads to better decisions
With a retirement projection, you can:
- Estimate your future income and expenses based on different life scenarios.
- Assess your saving and investing capacity to reach your goals.
- Identify potential gaps between your expected resources and actual retirement needs.
- Optimize your tax and investment choices for an investment strategy that suits you.
The benefits of a personalized plan
Every situation is unique. By creating a financial plan:
- You gain a clear view of your financial path.
- You make informed and strategic decisions at every stage of your life.
- You improve your peace of mind, knowing that you have a clear direction.
What we can do for you
Do you have projects, goals, or simply need some clarity? That’s what we’re here for. Our advisors support you at every stage of your financial journey — thoroughness, objectivity, and zero commission.
- Get a personalized financial plan (or a retirement plan)
- Review your current situation
- Access tools to track your progress
- Plan your withdrawals wisely
- Prepare for or manage an estate with peace of mind
Get in touch with us:
T 514 788-6485 | Toll-free 1 800 291-0337
Monday to Thursday, 8 am to 8 pm | Friday, 8 am to 5 pm
A tool for today… and for tomorrow
A good financial plan is not static. It evolves with you. With professional guidance, you should:
- Regularly adjust your projections based on life events (marriage, buying a home, having children, career changes...).
- Stay proactive in response to both opportunities and unexpected events.
- Remain focused on your retirement goals without giving up your short- and medium-term plans.