CLIENT PORTAL WILL BE TEMPORARILY CLOSED - WEDNESDAY, OCTOBER 8, AT 8 PM
The Client Portal will be closed temporarily on Wednesday, October 8, from 8 pm to 10 pm, in order to perform an update of our systems. Access will be restored as soon as it is completed. Wealth Management team's telephone service can be reached from Monday to Thursday, 8 am to 8 pm, Friday from 8 am to 5 pm, at 514-788-6485 (toll-free at 1-800-291-0337). Thank you for your understanding.

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Year-end tax planning

Discover the steps you can take to improve your tax situation with Natalie Hotte, Pl. Fin., D. Fisc. and Nicolas Samaan, Pl. Fin., RIS.

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Videos on tax planning (in French)

Excerpts from the December 6, 2024, Year-End Tax Planning Webinar (in French)

  • TFSA: What to know this year

  • Personal income tax: Good to know

  • Financial tips: To discover

  • RRSP: What's new?

  • RESP : Take stock

  • FHSA: HBP and home credits

  • QPP and OAS: Take stock

  • RRIF: What's new for 2025?

  • LIRA and LIF: The highlights

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