Frédéric Lagacé Email & Phone Number

YOUR FINANCES ARE THE PLAN: financial security, insurance, pensions and group savings For over 25 years, I have been planning the financial security of entrepreneurs, professionals, owner pharmacists and investors so that they can concentrate on generating wealth. With a plan, one enjoys peace of mind and decision-making becomes much easier.A tailored financial plan that addresses your concerns - If you are a business manager: planning and protecting the company’s growth, limiting tax impacts, preparing your succession, planning for retirement, offering competitive group insurance…- If you have partners: protecting your interests and those of your heirs, updating your shareholder agreement…- If you are a professional: optimizing your practice’s finances, optimizing taxes for your pharmacy, clinic, etc. - If you are an individual: protecting and optimizing pension contributions, estate planning, tax-sheltered savings…- If you are wondering what will happen after your death or if you ever become sick or disabled… No matter what your concern is, I provide a complete, concrete and detailed action plan in writing, with scheduled follow-ups to make sure your financial strategy is in step with your needs. We will work closely with other advisors, such as accountants, tax specialists and notaries, to make everything as seamless as possible. Contact me for your financial plan.

Listed skills include Strategic Planning, Wealth Management, Mutual Funds, Investments, and 1 others.