Life stages that require financial planning

A CHANGE in marital STATUS
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Common-law partner
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Marriage
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Separation
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Divorce
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Death
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Conjoint de fait
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Mariage
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Séparation
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Divorce
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Décès

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Financial planning of your children education
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Coverage of costs during studies
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Government programs and grants
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Investment strategies

YOUR RETIREMENT
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Analysis of cash requirements at retirement
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Income projections
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Debts repayment strategies
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Savings strategies
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Tax optimization of disbursements

YOUR SUCCESSION
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Revision of will
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Selection of liquidators
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Tax reduction upon death
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Protection of dependents
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Transfer of company ownership
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Charitable Donations