Levert Dorval

Parents! Are your family and friends invested in your little one’s future? Here’s how they can help by contributing to their RESP.

Here are a few things to think about over the next couple of months, given that markets have hit all-time highs and you could be sitting on substantial accrued capital gains in your non-registered portfolio.

The best time to plan for the unexpected is when you’re healthy. While your provincial health care may cover your treatment, you’ll likely have additional expenses. Where will that money come from? Your savings? Your credit card? Or will you borrow against your home? Instead, have the peace of mind of critical illness insurance.

Knowledge is power, what's holding you back?

Ce qui me passionne avant tout c’est de pouvoir apporter de la valeur à la vie de mes clients et d’établir une relation de confiance avec eux. Tout commence par une conversation franche et instructive qui permet d’instituer les fondations de vos objectifs financiers et de repondre a vos besoins.

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