TAILOR-MADE SUPPORT
OUR EXPERTISE
TAXATION
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Salary vs Dividends
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Corporate structure
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Estate freeze
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Preparation for business sale
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Maximise inter-generation transfers
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Reduction of estate taxes
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Life Insurance
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Disability Insurance
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Critical Illness Insurance
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Partnership insurance
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Commercial loans insurance
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Business overhead insurance
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Discretionary Management
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Non-registered accounts for businesses
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Individual Pension Plans (IPP)
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TFSA
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RRSP, RRIF, LIRA, LIF
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RESP
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RDSP
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Non-Registered
OUR APPROACH
1
EVALUATE
It is here that we analyze your needs and aspirations, your corporate structure, your revenues as well as your family situation, all in order to provide you with a tailor-made solution.
2
IMPLEMENT
We implement strategies and products unique to your situation, while taking into account your risk tolerance and your needs.
3
FOLLOW-UP
We review our strategy and products on an ongoing basis, to make sure you stay on track.
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*Frédéric Babeux est rattaché auprès de Valeurs Mobilières PEAK Inc. à titre de Gestionnaire de portefeuille. Valeurs Mobilières PEAK Inc. est un courtier de plein exercice inscrit auprès de l'OCRI limitant ses responsabilités aux produits de placement tel que les actions, obligations, FNB et les fonds mutuels. Valeurs Mobilières PEAK Inc. est un membre du Fonds canadien de protection des investisseurs (FCP). Les placements sont offerts par Valeurs mobilières PEAK Inc. et sont dissociés de l’offre de service de Bélanger, Brosseau Fiscalité, Assurance & Placements Inc. Bélanger, Brosseau Fiscalité, Assurance & Placements Inc. est un cabinet indépendant dûment inscrit auprès de l’Autorité des marchés financiers (AMF) dans la discipline d’Assurance de personnes.