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17 February 2025
Financial and estate planning, In focus, In the media, NewsTax-saving tips for retirees with Nicolas Karaoglanian in the Journal de MontréalIn a recent article by journalist Emmanuelle Gril in the Journal de Montréal, Nicolas Karaoglanian points out a few strategies to pay less tax in retirement.
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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.
