Farmers, SMEs and health professionals
Financial Planner in Joliette
Our office is in Rawdon, in the Lanaudière region. Joliette is a short drive away: we meet clients in person, in Joliette or in Rawdon, and by video call. A Lanaudière financial planner, for Lanaudière clients.
Common concerns
What our Joliette clients ask about
Farm or agricultural business transfer
Capital gains exemption on farm property, rollover to the next generation, fairness between the children who take over and those who do not.
Incorporated health professionals
Physicians, dentists, pharmacists: professional corporation, salary or dividends, individual pension plan and corporate investments.
The SME owner's retirement
Preparing the sale or succession, drawing funds out of the company in an orderly way, and building stable retirement income coordinated with the QPP.
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 moreJoliette · 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.
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