Age, life cycle, occupation, marital status, familial situation, specific situation,
Asset management, investment profile, expected return, investment
style, asset allocation, sector & geographical allocation, return analysis
Income, expenses, lifestyle, emergency funds, savings, investments (RSP, TFSA, RESP, LIRA, non-registered investments, etc.) pension plans, assets, liabilities, real estate
Fiscal efficiency, deductions, exoneration, tax credits and split income.
Desired retirement age, lifestyle, income and expense analysis, pensions (RPP, IPP), RSP and other investments
Heirs, Will revision and updates, liquidators, special legacy, estate freeze, estate trust, living trusts, donations, foundations
Mandate, shareholder’s agreement, life insurance, disability insurance, home insurance, revenue protection