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22 April 2024
Financial and estate planning, In focus, In the media, NewsRaphaël Hainault puts AI under the microscopeRaphaël Hainault analyzes the financial advice provided by Gemini, Google’s conversational agent, in an article by Karim Benessaieh of La Presse.
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22 March 2024
Financial and estate planning, In focusWhat is the added value of a financial planner?We asked Chantal Lamoureux and Bernard Fortin about how the profession of financial planner has evolved and the added value that financial planners offer to professionals, the self-employed and entrepreneurs.
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22 March 2024
Financial and estate planning, NewsShould I incorporate and how can I protect my family?Nadine, 37, is an anesthetist. Her spouse, Andrew, 38, is a construction contractor. Married for 15 years, they have three children, aged 8 to 14. The youngest, Nathan, has an autism spectrum disorder that requires special care.
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22 March 2024
Financial and estate planningSell my pharmacy and plan my retirementPierre-Jean, 57, has owned a pharmacy in Trois-Rivières for some twenty years. He is married to Helena, 52. Their two children, Laura and Philippe, are in their twenties and have chosen professions other than pharmacy.
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22 March 2024
Financial and estate planningPlan a sabbatical and ensure equity between spousesMaeve, 30, is a salaried pharmacist. Her de facto spouse, Vincent, has been a teacher at Cegep de l’Outaouais for about ten years. They live in a small, comfortable house in Gatineau, which Vincent bought five years ago.
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22 March 2024
Financial and estate planningSell my dental practice and secure my retirementJohn opened his dental practice in the Quebec City area in the mid-1990s. For the past fifteen years, his wife Sylvia has worked with him as his dental secretary and has also helped him run the practice. Each is a parent of two children from a previous union, who are now financially independent adults.
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22 March 2024
Financial and estate planning, NewsGrow my family, plan my retirement: how to achieve my goals?Sarah, 33, practises her profession of notary as a partner in a private practice. Her husband, Stephen, 35, is Director of Operations for the City of Saint-Hyacinthe. They live on the outskirts of the city, with their two children, aged 7 and 4.
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22 March 2024
Financial and estate planningAdvance my career by becoming a shareholder of my corporationMiriam is a 33-year-old single architect. She lives and works in Quebec City, where she has owned a condo in a renovated heritage building for the past six years. She is passionate about her profession and regularly travels to various countries on business, or to satisfy her curiosity and her desire to enrich her cultural knowledge.
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01 March 2024
Financial and estate planning, In focus, In the media, NewsNicolas Karaoglanian talks RRSPs on CJAD 800 AMIn an interview broadcast on CJAD 800 AM, wealth management advisor Nicolas Karaoglanian explains the importance of savings to host Andrew Carter and his listeners.
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01 March 2024
Financial and estate planning, In focus, In the media, NewsManage your financial anxiety with Léa Saadé in Protégez-vousProtégez-vous journalist Emmanuelle Gril speaks with Léa Saadé, Regional Vice-President, Montréal-Centre and North Shore, about how to reduce the stress of managing our finances.
