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FINANCIAL PLANNING

Whatever your objectives, Advisors of the VP Group are able to offer solutions best adapted to you. Moreover, we have added to the team a Financial Planner exclusively dedicated to our clients. He will be able to keep track of your file internally and provide you support in the financial planning process, irrespective of your stage in life. Our financial planner is a member of the Institut Québécois de la Planification Financière (IQPF).

We will help you:

  • Establish your financial goals;
  • Draft and analyze your personal record and budget;
  • Evaluate your needs and your ability to meet them;
  • déterminer les stratégies financières et fiscales qui vous permettront de gérer vos avoirs et vos dettes d’une façon efficace tout en maximisant votre valeur nette.

*Determine the financial and fiscal strategies that would help you manage your assets and liabilities efficiently while maximizing your net worth. 

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CONSULT OUR EXPERTS

Contact us to learn more on the advantages on this tailored approach or to obtain testimonies.

CONTACT US

SEE ALSO

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ADVICE ON PHILANTHROPY

Philanthropy allows you to pass on the greatest wealth to the next generation: your values.

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COMPLEMENTARY SERVICES

The VP Group offers several complementary services to traditional investment products: philanthropy, treasury, trusts, etc.

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ESTATE PLANNING

Developing an estate plan can save your beneficiaries many problems. The VP Group can help you plan your estate effectively.

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