Financial Planning

Financial Planning

To determine your needs, our representatives follow four well-defined steps:

Step 1: Your financial balance sheet

To begin with, it is essential to understand your financial situation. Using a balance sheet, our representatives provide you with an accurate picture of your situation.

Step 2: A personalized analysis of your needs and objectives

By defining what you would like to achieve in the future, our representatives determine the resources to use and the work that needs to be done to reach your goal.

Step 3: An action plan that matches your profile

Once your needs are defined, our representatives will develop a personalized and effective strategy that will set everything in motion so you can reach your objectives. To do this, they will help you choose the products that best suit your profile.

Step 4: Update

Along the way, your situation and your objectives may change, and this is why periodic follow-up is essential. Our representatives will meet with you as necessary and adjust your plan accordingly.