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  • 22 April 2024
    Financial and estate planning, In focus, In the media, News
    Raphaël Hainault puts AI under the microscope

    Raphaël Hainault analyzes the financial advice provided by Gemini, Google’s conversational agent, in an article by Karim Benessaieh of La Presse.

  • 22 March 2024
    Financial and estate planning, In focus
    What 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.

  • 22 March 2024
    Financial and estate planning, News
    Should 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.

  • 22 March 2024
    Financial and estate planning
    Sell my pharmacy and plan my retirement

    Pierre-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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