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01 May 2020
Expert insight, Financial and estate planningIn a time of crisis: to retire or not to retire?Financial impact that the crisis may have on those who are about to retire or have already retired. I would also like to offer you some tips to lessen the impact of the current situation on this important stage of your life.
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26 March 2020
Expert insight, NewsFocus on Finance Express : Our range of mutual fundsThe foundations of a good portfolio.
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24 March 2020
Expert insight, NewsFocus on Finance Express : Portfolio management in time of crisis
During tumultuous periods like the one we’re currently going through, certain elements become particularly important for the protection of your assets.
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03 February 2020
Expert insight, Financial and estate planningBuying a home as a couple: what to do in case of financial inequality?We will examine here different situations that can arise when purchasing a home when the spouses’ financial contribution is unequal, either in terms of the down payment or with regard to the joint expenses. Such a disparity can often generate tensions. We will therefore suggest possible solutions for several typical scenarios that we have developed. […]
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27 November 2019
Expert insightCanadian and U.S. monetary policy: two very different trajectoriesThe U.S.-China trade war has caused a great deal of economic uncertainty over the past few quarters. What can we expect in the coming months?
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22 November 2019
Expert insight, Finance and investments, Financial and estate planningProtection of vulnerable persons: changes in sightTake the necessary steps to preserve your peace of mind!
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29 September 2019
Expert insight, Financial and estate planningChallenges of succession liquidators and testamentary trust trusteesA liquidator and a trustee are both persons of trust who must ensure that a patrimony is transmitted to its beneficiaries according to best practices. The choice of a liquidator or a trustee, especially when it concerns your patrimony, is essential.
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02 August 2019
Expert insightInvestment NewsOn May 2, 2019, the United States announced major sanctions against all countries that import Iranian oil. The U.S. administration’s intention was to deprive the Iranian regime of its main source of revenue by cutting the equivalent of 700,000 to 800,000 barrels of crude per day.
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15 July 2019
Expert insight, Financial and estate planningPension plans: Who gets the death benefit when you die?A detailed assessment of your situation is even more important if your matrimonial status changed during your life as a result of a separation or divorce, followed by a de facto union or a new civil union or marriage. Achieving your estate objectives could be jeopardized. . To better understand the rules that could apply […]
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11 July 2019
Expert insight, Investment and marketsCreate a real impact with responsible investingFor the past ten years, the world of investment has been shaken up by the arrival of responsible investing, a new market trend which continues to grow.
