© 2017 I.Hervet Financial Planning enr.

Life stages that require financial planning

A CHANGE in marital STATUS

  • Common-law partner

  • Marriage

  • Separation

  • Divorce

  • Death

  • Conjoint de fait

  • Mariage

  • Séparation 

  • Divorce

  • Décès

  • Financial planning of your children education

  • Coverage of costs during studies

  • Government programs and grants

  • Investment strategies

YOUR RETIREMENT

  • Analysis of cash requirements at retirement

  • Income projections 

  • Debts repayment strategies

  • Savings strategies

  • Tax optimization of disbursements

YOUR SUCCESSION

  • Revision of will

  • Selection of liquidators

  • Tax reduction upon death

  • Protection of dependents

  • Transfer of company ownership

  • Charitable Donations