Our wealth management services
Our approach
We provide wealth management services through our 2-person Duo+ approach: a portfolio manager and a financial planner work together to advise you on your financial needs.
A range of our wealth management services
Services marked with an asterisk are provided by or in partnership with Desjardins Securities Financial Services Inc., a third-party professional or a caisse.
Investment
- Portfolio management
- Discretionary management
- Investment process
- Investor profile
- Investment policy
- Asset allocation
- Investment strategies
Finance
- Asset and liability balance sheet
- Net value
- Savings capacity
- RRSP-TFSA
- Credit and loan management
- Banking servicesnote de bas de page 1
- Children's post-secondary education, grantsnote de bas de page 2
Taxation
- Tax optimization
- Income splitting
- Products and tax plans
- Year-end gain/loss strategies
- Income from foreign sources
- The right products in the right accounts
Retirement
- Retirement planning
- Retirement income projections
- Pension plans
- RRSPs, LIRAs, RRIFs and LIFs
- Annuitiesnote de bas de page 3
Insurance and risk managementnote de bas de page 4
- Life
- Disability
- Critical illness
- Healthcare
- Risks and damages
Inheritance
- Analysis of needs upon death
- Estate balance sheet
- Value of your estate upon death
- Cash position of the estate
- Bequests and intergenerational transfersnote de bas de page 5
- Willsnote de bas de page 6
Legal aspects
- Matrimonial regimesnote de bas de page 7
- Impacts of legal choices
- Protection mandate (property and personal care)note de bas de page 8
Are you an entrepreneur or healthcare professional?
We have services designed just for you.
To offer you sound advice, we work with seasoned accountants, tax specialists, insurance agents, actuaries, notaries and lawyers. Services marked with an asterisk are provided by or in partnership with Desjardins Securities Financial Services Inc., a third-party professional or a caisse.
Entrepreneurs
- Tax-efficient portfolio models for management companies
- Access to your investments at any time
- Financial impacts of business structure (incorporation) and compensation choices
- Legal and financial aspects related to business context*
- Business transactions (acquisition, sale, succession)*
- Business insurance and coverage*
- Income splitting and tax strategies*
Healthcare professionals
- Access to your investments at any time
- Banking services (financing, invoicing)*
- Financial impacts of business structure (incorporation) and compensation choices
- Legal and financial aspects of medical management*
- Monetary flow and savings capacity forecasts
- Insurance and coverage for your clinic*
- Income splitting and tax strategies*
To offer you sound advice, we work with seasoned accountants, tax specialists, insurance agents, actuaries, notaries and lawyers.
« More than 10 years ago, we entrusted the Ouellet Bolduc Group with managing our portfolio and planning our retirement. It was a major decision, but we've always felt good about it. Despite market fluctuations, they have always stayed at the cutting edge while maintaining safe positions. This showed us that we can rest easy, knowing they're taking care of our savings. We also appreciate their availability. Annual meetings, occasional updates, phone calls, informative monthly emails and almost instantaneous answers to our questions by their enthusiastic team are just some of the things Jonathan and Daniel offer. »
– Dr. Pascal Soucy, Optometrist