Wealth Strategy Advisory Services

A multidisciplinary team with knowledge in all financial planning-related aspects.

We can approach all the integrated financial planning‑related aspects, based on your marital status and business status.

  • Customized Private Wealth Management: Retirement planning, annual compensation management (during your active period or upon retirement), debt management, tax planning, etc.
  • Investments: Tax optimization and tax shelters management
  • Individual Insurance Plans: Concepts regarding both the base coverage and the estate planning objectives
  • Estate Planning: Comprehensive process management
  • Planned Donations: Tax optimization based on personal objectives
  • Shareholders’ Agreements: Comprehensive process management
  • Retirement Plans: Assumption of employer plans (group RRSP, DPSP, defined benefits, defined contributions, VRSP, etc.)
  • Group Insurance Plans: Assumption of employee benefit and global compensation programs
  • Employee Retention and Succession