TEMPORARY CLOSURE OF THE CLIENT PORTAL – SYSTEM UPDATE
The Client Portal will be unavailable starting Friday, September 5, at 5 p.m. for a system update. Access will be restored during the day on Sunday, September 7, once maintenance is complete. The Wealth Management team’s phone service remains available during regular business hours (Monday to Thursday, 8 a.m. to 8 p.m.; Friday, 8 a.m. to 5 p.m.) at 514-788-6485 or 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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