Plan your financial independence
It's never too early or too late to plan your financial independence. Whether it's for retirement or other projects, it's best to start now! If you're already a client, book an appointment with an advisor to get personalized advice and grow your savings.
Where to start?
Financial independence may seem far off, especially when you have several goals in mind—travel, buying a car, or even a house. It can be difficult to balance these objectives with long-term saving.
Financial independence may seem far off, especially when you have several goals in mind—travel, buying a car, or even a house. It can be difficult to balance these objectives with long-term saving.
However, it's never too early to start building your financial security. With a budget and strategy tailored to your reality, you can gradually save for the future—even with a small amount each month. Every little step counts!
Book a meeting with an advisor to get your first financial plan.
Balancing priorities
Your career is advancing, your life is full, and your financial priorities are many.
Your career is advancing, your life is full, and your financial priorities are many - paying off your mortgage, managing debt, making major purchases, saving for your children’s future… In this context, it's hard to focus on your long-term financial independence, isn’t it?
Yet the earlier you start, the more flexibility you give yourself for the future.
Book a meeting with an advisor to get your personalized financial plan with a retirement projection.
Retirement is approaching
Your transition to retirement is approaching, and this is the perfect time to review your projections to ensure they still align with your reality.
Your financial independence within reach
Have your goals, health, or sources of income changed? Have you accounted for unexpected events that could arise?
If you haven’t yet established a clear plan, it’s not too late! With guidance from a FÉRIQUE Investment Services advisor, you can get a personalized projection and make the necessary adjustments to face the future with confidence.
Book an appointment with an advisor to get your personalized retirement projection.
Preparing your withdrawal strategy
Reaching retirement with a well-funded investment portfolio is a great achievement. But you still need to know how to withdraw from it efficiently to maximize your income, minimize your tax bill, and ensure the longevity of your capital.
Understanding the stakes of withdrawal
Withdrawing from your investments must be carefully planned to avoid tax pitfalls, ensure the longevity of your savings, and preserve your purchasing power in the face of inflation. A solid strategy will help you maximize income while minimizing risks.
Book an appointment with an advisor to get your personalized retirement projection.
- 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