Our experts examine various subjects such as wealth management, the financial markets, and economic developments and their impacts.
Take the time to read the articles prepared for you.
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18 November 2018
Expert insight, NewsYour year-end tax strategiesWith year-end comes the time to take stock of your finances. As a professional, you can optimize your personal or professional financial situation by following our recommendations.
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12 October 2018
Expert insight, NewsMARKET SITUATION – How to explain the current decline?Stock indexes worldwide have suffered a correction recently. Although this is a normal occurrence, we understand that such a situation can cause investor uncertainty. There is no reason to be overly concerned, however, since in the current environment, we believe this market decline will create attractive buying opportunities for stocks.
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25 September 2018
Expert insightPension 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 September 2018
Expert insight, NewsHow to pass on your estate to several generationsEstate planning is a complex field, so it is in your interest to consult experts to ensure that your estate is transferred according to your wishes, especially if you want to bequeath a part of your assets to your children or your grandchildren.
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04 September 2018
Expert insightThe leverage loan: to be used or avoided?Many investors are unfamiliar with the leverage loan, and for good reason! Since it is a special investment strategy, you have to know all the ins and outs to use it properly.
