Plan today
It is difficult to achieve a goal without a target. Planning acts exactly like a target when developing a financial plan. We put a lot of effort into saving money; it is also essential to know the best way to do it.
The complexity of the financial world raises several questions:
- Should I repay my mortgage or contribute to my RRSP?
- Can I afford to retire earlier?
- What is the real impact of inflation on my financial situation?
We use comprehensive tools that take every aspect of an investor’s financial situation into account. A detailed report clearly shows the impact of one financial decision compared with another.
We believe that every wealth optimization process should begin with a detailed financial analysis.
Taxes
Sylvain Lapointe is also a tax specialist. Few investment advisors hold this qualification. His extensive tax knowledge enables many clients to save or defer thousands of dollars in taxes each year.
Call on the professional advice of Sylvain Lapointe and his team. A single visit could save you a few years of work.
What is your target?
A first meeting helps clarify your priorities and the next steps.
Our planning services are offered by FOCUS Services Financiers and are distinct from PEAK Securities Inc.