Your Advisor

Your Advisor is your key resource person at each stage of your professional and personal life.Whether you are a student or starting a practice, thinking of incorporating or setting up a personal retirement plan, or need advice on the best tax strategies, your advisor has access to the required resources in the fields of taxation, notarial law and financial planning to recommend solutions best adapted to your professional reality.

Your Advisor is paid on a salary basis and receives a bonus based, among other things, on your Advisor's capacity to offer excellent service to all his or her clients. Your Advisor is thus able to remain more objective when providing advisory services, since your Advisor's remuneration is not tied to the sale of specific products.

Here is how you and your Advisor will get to know you better and identify your needs.
Identify yours needs