The newsletter for professionals. This issue’s focus: Planning your retirement: useful checkpoints, year-end tax strategies, understanding recession cycles, trajectories of benchmark rates, protection mandates reviewed, investing in energy transition. [...]
Take the necessary steps to preserve your peace of mind! [...]
Year-end is a good time to take stock of your finances. We share a series of useful recommendations. [...]
What type of retirement do you have in mind? Gradual retirement, greater involvement in your sports, cultural or volunteer activities, trips to new destinations, freedom to do what you want; it’s up to you!
How are your finances doing? In a relaxed and stimulating environment, we offer you a series of rendez-vous to help you make sound financial choices, in keeping with your lifestyle and your goals.
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