Our way of doing has been crafted with many years of experience and is today a process that stands out.
From the identification of your objectives to the monitoring of your progression after the implementation of the action plan defined by your advisor, our strategy is personalized and humane in order to represent you as faithfully as possible.
This preliminary step ensures a sound understanding of the business’s situation and of the directors’ intentions. We seek to find what sets the business apart, its short, mid and long-term needs as well as the directors’ concerns.
We look at past decisions and analyze to what extent they can lead you to where you wish to go.
With a full series of analysis, we look at how to accelerate the achievement of the corporate objectives and those of its directors.
These steps can be translated into components of our analysis. Based on the objectives, we can perform all or only certain elements of the process.
This analysis concerns the owner, the associates as well as key staff.
We evaluate a range of risks as varied as:
Your business is an important part of your retirement estate but it is often your riskiest investment. However, you have control over a multitude of factors that can have positive repercussions on the final result.
We will forecast your future assets in order to see if the pace of your savings and growth suffice to achieve your objectives.
Thereafter, we analyze your entire asset portfolio to understand its strengths and weaknesses. This is done in parallel with the analysis of your capacity to take (or not) certain risks in order to analyze if your current strategy can be detrimental to you in the long-term.
Please refer to our Group Insurance and Group Annuity Management section for details.
You have an array of experts close to you; we can also be a part of them.
We offer you an external opinion on your situation. The goal is not to replace the people you trust but to offer a second opinion to ensure that all the legal and tax aspects have been considered, even those that might sometimes go unnoticed:
After one or all of the analysis have been carried out, it is time to review the available improvement options and to prioritize them, taking into consideration time and cash flow constraints to get it all achieved.
At this step, we put all of our energy on the implementation of our recommendations and the creation of the value attached to our recommendations. In sum, you are on your way to achieving your objectives!
To maintain an updated plan and to ensure that we continue to comply with your objectives, we proceed to a review of your plan and of the results according to a schedule that suits you and your situation.