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OUR CLIENTELE

Your vision, with our know-how to achieve it…

Whether for personal or corporate needs, our team will be able to support you and establish a financial plan that will benefit every aspect of your wealth.

Our clients are the raison d’être of our firm; each client is at the centre our business model. Over the years, we have specialized in certain areas in order to position ourselves as experts in our clients’ respective fields to better meet their needs and analyze their situation in depth. Our main objective is to support our clients at every stage of their life in order to ensure growth in their wealth and financial sustainability.

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OUR MAIN AREAS OF EXPERTISE ARE

  • Entrepreneurs

  • Business owners

  • Senior leaders

  • Companies

  • Health professionals

  • Professionals

NEED: FINANCIAL COMPONENT

  • Debt repayment strategy

  • Life insurance and critical illness insurance (tax exemption strategy)

  • Financing for shareholder buyback agreement

  • Strategy for selling and repurchasing shares in the event of death or disability

  • Funded insurance strategy

  • Accumulation of liquidity, constitution of an emergency fund

  • Individual needs analysis – disability, life and critical illness insurance solutions

  • Minimization of financial losses and risk management

  • Investment strategy between mutual funds & segregated funds

  • Retirement planning

  • Tax-beneficial life and critical illness insurance strategy for the individual and the company

  • Tax-effective investment strategy (individual and company)

  • Individual pension plan for shareholders

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NEEDS: TAX AND ESTATE COMPONENT

Services offered through our strategic partners

  • Support and consulting on compensation (salary versus dividends)

  • Development of corporate tax strategies

  • Incorporation process

  • Estate freeze and business transfer strategy

  • Strategy to reduce the tax burden of a company

  • Planned donations

  • Intergenerational wealth transfer

  • Estate equity between the children

« Nous avons fait appel à Stratèges Gestion de Patrimoine pour nos besoins en assurance-vie et gestion de patrimoine et nous avons été charmés par leur approche humaine et leur grande disponibilité. Alexe a fait des pieds et des mains pour s’ajuster à notre horaire chargé et pour répondre rapidement à nos besoins. Nous avons grandement apprécié ses conseils francs et personnalisés. »

Daphnée Beauchamp, avocate & Anthony Richard, ingénieur

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Do you have any questions ?
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