Estate planning

• Intergenerational transfer
• Calculation of the tax payable upon death
• How to Build Your Own «Custom» Tax Free Estate Fund
• Maximize the CDA (capital dividend account) of a compagny
• Significant inheritance leverage with unnecessary assets of the living individual
• Protect human capital
• Protect the financial capital

INSURANCE

• Life insurance
• Critical illness insurance
• Disability insurance

Investment

• RRSP
• TFSA
• RESP
• Unregistered placement

It is important to be able to invest and have a good strategy for the accumulation and development plan of your assets in order to prepare for a nice retirement. Thus, you should be able to budget properly and decide on a strategy according to your objectives and your financial behavior with regards to:

Life annuity

For people aged 65-70 and over, it is important to ensure they receive a guaranteed and specific monthly income to enjoy their retirement and not worry about our investments and especially a possible fluctuation in the markets.

The last thing with which we want to deal when we retire is financial stress and an overly active management of our investments.

There is a sure way to receive a guaranteed monthly pension for life and that is through a life annuity from……………..