
A secure financial future starts with good planning!
Contribute to your RRSP before March 3, 2025.
How can you maintain peace of mind while making your savings grow, managing them wisely, guarding against the unexpected and transferring your assets to your heirs?
By opting for personalized solutions, our experts can give you an overall understanding of your financial situation.
We can help you:
- create or adapt your financial plan;
- achieve your best return potential in line with your investor profile;
- achieve your goals;
- maximize your retirement income;
- minimize the tax consequences;
- make sure that your wishes are respected in the event of death or disability.
What are your goals?
- Protect and grow your capital by diversifying your investments. – See Diversify your portfolio
- Set up an action plan and financial strategies to plan your retirement. – See Plan your retirement
- Get the most out of your retirement savings and your retirement and early retirement income. – See Manage your retirement income
- Take the necessary measures to facilitate the transfer of your assets to your heirs. – See Estate planning
- Examine the duties and responsibilities of an estate liquidator before appointing one. – See Settle an estate
- Entrust the management of your portfolio to specialists while preserving your capital. – Book an appointment with one of our advisors.
- Get advice from a financial planning specialist on legal and fiscal matters. – Book an appointment with one of our financial planners.
Did you know?
Caisse Alliance makes integrated financial planning available to couples who wish to manage their assets soundly.
Learn More About Financial Management