Bourgeois Marsolais - At your service for over 50 years Bourgeois Marsolais - At your service for over 50 years Bourgeois Marsolais - At your service for over 50 years Bourgeois Marsolais - At your service for over 50 years Bourgeois Marsolais - At your service for over 50 years Bourgeois Marsolais - At your service for over 50 years Bourgeois Marsolais - At your service for over 50 years

Financial planning

- aA + Print

For financial planning, we help you make wise choices for your investments. Depending on your profile, we determine the most appropriate financial instruments and distribution of your financial assets. Planning your retirement? We will analyze your situation and propose an action plan to achieve your goals.

They say that the only two sure things in life are death and taxes. Why not call upon our tax, estate and succession planning experts to find a way to minimize taxes and to bequeath more to your heirs?

 

Our financial planning service provides advice in order to increase your estate. We will advise you objectively without any obligation to purchase financial products.

  • > Integrated financial planning
  • > Retirement planning
  • > Strategic management of your portfolio
  • > Estate and succession planning
  • > Estates regulations
 

Tous droits réservés © 2017 Bourgeois Marsolais CPA, L.L.P. |  Terms of useCredits

Bourgeois Marsolais

Tous droits réservés © 2017 Bourgeois Marsolais CPA, L.L.P.

Printed from the page: http://www.bourgeois-marsolais.com/our-services/financial-planning