Our service offering

In conjunction with your Investment Advisor, we offer you strategies tailored to your specific needs. These strategies will help you plan and achieve your retirement goals while reducing your taxes. We can help you predict, reduce and even eliminate the taxes payable on your estate and arrange the smooth transfer of your assets to your beneficiaries. Here are some examples of the strategies we offer:

• Strategy to maximize your retirement income
• Estate preservation
• Charitable donations
• Business succession planning
• Minimizing the tax impact of a management company
• Wealth transfer and preservation

Our Processes At A Glance

First meeting – Getting to know you better

• Understanding your goals
• Preliminary identification of your needs
• Explaining our processes

Second meeting - Presentation of the conclusions

• Your estate: current situation and possible improvements
• Your retirement plan projections
• Options for paying less tax and preserving your capital
• Tax-reduction strategies

In order to coordinate the recommendations and implement the most suitable strategies for reducing the taxes payable upon your death and maximizing your estate, Mr. Masse can also collaborate with other professionals of your choice, such as your accountant, your tax advisor, your notary or your lawyer.