Plan your financial future efficiently

Create a tailored, effective and sustainable plan.

We will work together to develop a concrete action plan tailored to your needs in order to achieve your financial goals in the short and long term. We ensure your financial security, and your family’s, by developing a comprehensive plan. This essential step will provide you with peace of mind as you can easily optimize your plan according to how your life evolves.

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Our program for your personal journey

PAGÉ PLANTE GROUP
PAGÉ PLANTE GROUP IN COLLABORATION WITH ITS PARTNERS

1

Schedule a first meeting

Understand your life goals and their financial implications

2

Unclutter your finances

Estimate your cost of living
Analyze the assets and liabilities of your balance sheet
Examine your credit use
Optimize your banking solutions
Maximize your savings potential
Project when you can reach financial independence

3

Grow your assets

Initiate investment management
Benefit from real estate investment advice
Receive strategic advice for your business

4

Protect what’s yours

Optimize your tax situation
Manage your financial risks

5

Transfer your wealth

Plan your estate wishes
Establish a philanthropic plan
Ensure an exit strategy for your company

6

Financial optimization

Perform frequent reviews of your situation

Take control of your financial legacy

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Improve your profitability with an holistic plan

+ 3.07%

According to research, the implementation of a full wealth management program has an estimated added value worth 3.07% per year.

Source: Vanguard and Capital Sigma: The Sources of Advisor-Created Value

WITH WEALTH MANAGEMENT PROGRAM
WITHOUT WEALTH MANAGEMENT PROGRAM

$1,960,315

+ $864,754 (value-added)

$1,095,561

$500,000
INITIAL DEPOSIT

Today

20 years

Protect your financial future

Speak with one of our wealth management experts

Schedule my appointment