Testimonial

  • An expression of confidence

    One of our clients had a top priority of consolidating his assets in one place to simplify his estate. The client had property in Ontario, Quebec and the United States. Taxes were his second priority.

    We agreed on a number of meetings with him to resolve the difficulties identified. Collecting information was challenging because of the kinds of documents needed. We looked at the information gathered and the overall situation to give him some recommendations and a plan to implement them. Our client was very impressed with how thorough we were and with our approach that was geared to manage his wealth. So he approved the proposed strategy.

    He is now our largest client and he opted for fee-based compensation. We continue the cycle with him and regularly review strategies that would benefit him, especially in terms of estate taxes.

    This rewarding experience has shown us that by seeking complementary skills, we were able to improve our clients' lives. That's why we now partner with professionals recognized for their expertise in integrated financial planning when doing research and analysis on specific files:

    • individual pension plan (IPP)
    • tax and estate planning
    • trusts
    • personal insurance
    • annuities transfer of farm and non-farm
    • businesses, private foundations, philanthropy even oenology

    Soucy Couture Advisory Group

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