This consultation : essentialfor individuals or business partners
This meeting is allotted to you, to discuss any financial and legal obligations you may have and find solutions at the best cost.
Depending on their needs, some people require 2 or 3 meetings per year; others require one meeting in 3 years.
Our clients ask for coaching to improve their life quality. Is this for you?
During the meeting, we can help you to:
- Forecast your pension needs
- Make financial choices about your mortgage
- Make a forecast to buy optimal RRSP for the home Buyers Plan HBP program
- Improve your credit rating in order to obtain a better interest rate
- Avoid a possible bankruptcy
- Reorient or increase your business income or rental property income