May 2026
Hello everyone,
What an exciting time this May 2026 is, with the Canadiens continuing their playoff run and the beautiful days ahead…
Did you know that the Stanley Cup, originally called the
Dominion Hockey Challenge Cup, was awarded to a Montreal hockey team for the first time in 1893?
Did you know that we have a huge hockey fan and a star scorer… in financial planning on our team?
Stéphane Rivest, who has been playing for our team since 2024, has been a financial planner since 1997.
He’s our star player for all our clients, from entrepreneurs to professionals, not forgetting retirees, thanks to his 25 years of experience in the financial services industry.
He has held various positions throughout his career, including financial planner, financial advisor and financial security advisor. He now plays brilliantly in our first line-up!
Stéphane has all the skills to guide you in creating a plan that reflects your individual needs but developed with the perspective of a seasoned expert.
Here are some of the elements covered in financial planning:
- Tax optimization.
- Comprehensive financial planning.
- Investment strategies tailored to each situation.
- Financial protection and wealth transfer to heirs.
Canadian tax rules are complex, and we firmly believe it's in your best interest to have a plan for your future so you can make informed decisions for yourself and your loved ones.
Contact us to learn more or to schedule an appointment.
See you soon!
Francis, Michael, Hossein, Jean-Marc, Kristopher, Stéphane and Mélissa
Five ways to spring clean your finances
Image credit: Squirrel, Pixabay
Your personal finances might be a little messy these days. With persistent inflation, elevated interest rates, and rising costs for essentials like groceries and housing, modern-day money management is anything but tidy.
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Hiking: four magical destinations to explore
Image credit: Tourisme Gaspésie
In such a majestic landscape, stunning views reveal themselves at every turn. Across Québec, gorgeous trails are calling, waiting to be discovered. Interested in a long expedition? A meditative stroll? A walk in nature just outside the city? Find your next hiking destination right here.
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