Job change

A new beginning, a new challenge. Be reassured and make the right decisions to optimize your finances in this new situation.

• Significant change in my life goals (ultimate goals, dreams, etc.)
• New job
• Termination of employment
• Back to school
• Self-employment
• Disability leave

Recommended services:

• Individual insurance
• Portfolio management
• Asset allocation
• Investment and wealth maximization strategies
• Retirement and financial planning
• Tax Strategies
• Budget and balance sheet
• Capital needs analysis
• Assist with drawing up a balance sheet
• Help with budgeting
• Management of savings and debt
• Analysis of Group Insurance Plans at Work and Recommendations