Hi!

Are you among the 82% of people who plan their renovations, trips and workouts?

Quebecers are keen on planning. But when it comes to setting financial goals or preparing for retirement, only 18% of people have a written financial plan. Isn’t that ironic?

When planning a renovation, you’d go straight to an expert in that field.

When it comes to your financial goals, your advisor is the expert. He has the expertise and the knowhow but he also knows YOU.

Several studies have shown that the longer you work with an advisor, the more likely you’ll have a higher net worth, better saving habits and —you guessed it— a sound retirement plan.

As you know, there’s a lot of information online and it can become very confusing. What’s more, the Internet doesn’t know everything about you. But your advisor does.

Because he has the full picture, he can offer you personalized guidance, meaning a concrete action plan and advice tailored to your specific needs.

With his expertise and knowledge of the markets, your advisor can guide you, and give you advice on tax-efficient investments.

He can also, implement a strategy to address your short- and long-term needs, and prepare your retirement, asset protection and estate plans.

Seeking personalized guidance from your advisor really pays off!

With your advisor’s global view of your personal situation and a solid financial plan, you’ll get the peace of mind and freedom to reach your financial goals.

If you have any questions, please email them to the address on the screen. I look forward to hearing from you!