Northern Lanaudière residents and retirees
Financial Planner in Rawdon
Our office is right in Rawdon. We meet clients from Rawdon, Saint-Donat, Chertsey, Sainte-Julienne and the surrounding area in person, and by video call — a financial planner from the region, with no trip to Montréal.
Common concerns
What our Rawdon clients ask about
Retirement income and longevity
Making savings last 25 or 30 years: RRSP/RRIF/TFSA withdrawal order, pace of withdrawals, coordination with QPP and OAS.
Home, cottage and land
Principal residence, cottage or land: tax implications on sale or at death, and passing them on to the children without conflict or a surprise bill.
Estate and incapacity
Will, protection mandate, powers of attorney and insurance: a file in order for your loved ones, prepared with your notary.
These examples are general in nature. Every situation is different: no recommendation is made without a full analysis of your file, and no return is guaranteed.
Services
Our services
Portfolio Management
Building a portfolio is easy. Building one that walks alongside you for 25 years through every cycle, rebalances automatically, optimizes for tax, and doesn't make you panic in March 2020 — that's our craft.
Learn moreIntegrated Tax Planning
Tax isn't an annual inevitability — it's a variable you can steer. Income splitting, strategic deferral, registered-account optimization, decumulation planning: each lever can mean tens of thousands of dollars over a decade.
Learn moreExecutive & Professional Retirement — Ages 55 to 65
You're a senior executive, incorporated professional, or director within 5-10 years of retirement. The challenge isn't accumulating any more — it's turning what you've built into durable, tax-smart income that doesn't depend on short-term markets.
Learn moreEstate Planning
What you pass on is more than a number — it's a structure. Well-planned, it preserves family harmony, minimizes tax at death, and makes your wealth work for the next generation. Poorly planned, it can destroy both.
Learn moreFee-Based Self-Directed Accounts
You've been managing your own investments for years — perhaps successfully. But you want professional input, rigorous tax planning, and access to the same tools used by major institutions — without giving up control. Our fee-based self-directed accounts are built for you.
Learn moreBusiness Sale & Owner Exit Planning
You've built your business over 20, 30, 40 years. Selling — or passing it on — is likely the most important financial decision of your life. We structure that transition to maximize after-tax proceeds, secure your retirement, and protect what matters next.
Learn moreRawdon · Rawdon · Video call
Ready to talk through your situation?
A first meeting, with no obligation and no fee. In person in the Montréal area and surroundings, by video call, or by phone.
Book an appointment