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02 December 2025
Financial and estate planning, In focusEmpowering young people to build their independence with Marie-Pier DroletAs part of Financial Literacy Month in November, we chose a unique approach: empowering children and young people to better understand financial management. To convey this message with authenticity and passion, we had the pleasure of working with Marie-Pier Drolet, wealth management advisor, who embodies our commitment to engaging audiences.
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29 September 2025
Financial and estate planning, In focus, In the media, NewsNicolas Karaoglanian contributes to the “Personal Finance” series in La PresseIn a special series, Nicolas Karaoglanian, wealth management advisor, shares his expertise on a growing trend: using the value of your property to support your retirement. He emphasizes that, while this strategy can be relevant, it must be part of an overall financial plan that considers future needs, tax implications, and available alternatives. It’s a thoughtful approach to a peaceful retirement!
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11 August 2025
Financial and estate planning, In focus, In the media, NewsMarie-Pier Drolet discusses mortgage repayment at retirement in La Presse
In a case study from Camille Dauphinais-Pelletier’s “Train de vie” column in La Presse, Lise, a reader, wonders if it’s better to use her Quebec Pension Plan and Old Age Security pensions to pay off her mortgage quickly.
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30 June 2025
Financial and estate planning, In focus, NewsNathalie Poisson in Les AffairesThe new parental union regime takes effect today, meaning that common-law spouses who have a child after June 29, 2025, will be subject to this law.
