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The Centre Financier Vaudreuil-Dorion Welcomes New Associates!

The Centre Financier Vaudreuil-Dorion Welcomes New Associates!

by Mélanie Bossé | Dec 12, 2018 | News

Participation in the CCIVS Annual Golf Tournament at Atlantide Golf Club

Participation in the CCIVS Annual Golf Tournament at Atlantide Golf Club

by Mélanie Bossé | Aug 28, 2017 | Archives

Francine Lavallée brings serenity to her clients!

Francine Lavallée brings serenity to her clients!

by Mélanie Bossé | May 23, 2017 | Archives

Coaching to prepare the succession

Coaching to prepare the succession

by Mélanie Bossé | Jan 6, 2017 | Archives

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The Centre Financier Vaudreuil-Dorion Welcomes New Associates!
Participation in the CCIVS Annual Golf Tournament at Atlantide Golf Club
Francine Lavallée brings serenity to her clients!
Coaching to prepare the succession

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^TMRegistered Trademark owned by Desjardins Financial Security
* Mutual funds distributed through Desjardins Financial Security Investments Inc.

388, avenue Saint-Charles
Vaudreuil-Dorion, QC J7V 2M6 450 424-3555 450 424-5377 info@francinelavallee.ca

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General information

Age Group

Estate

Draft a willDraft a mandate in case of incapacityEvaluate my protection in case of illness, disability, or deathTake measures to protect my estate against eventual risks

Investments

Save more (RRSP, TFSA, education savings)Review my placement portfolioPlan my retirement (will my financial condition be adequate?)Buy or sell real estate assetsRe-evaluate my mortgage

Taxes

Find strategies that will allow me to reduce my personal taxesCheck the tax consequences of my death for my heirsEvaluate how contribute to my unused RRSP contribution roomCheck the tax impacts of my placements

Business

Plan my succession and transferring of my companyPlan a business partnershipBuild a network of connectionsMake acquisitionsMerge with a companyEstablish a transition plan in case of an emergencyReduce my taxes and leviesOptimize my corporate structureFraction my incomeBecome incorporatedDraft a new shareholders’ agreementPut estate protection strategies into placeEvaluate my general and liability insurance needs, collective insurance program and social benefits

Information générale

Groupe d'âge

Patrimoine

Préparer mon testamentFaire un mandat d'inaptitudeÉvaluer ma protection en cas de maladie, invalidité, décèsPrendre des mesures pour protéger mon patrimoine face aux risques éventuels

Investissements

Épargner davantage (REER, CELI, épargne étude)Réviser mon portefeuille de placementsPlanifier ma retraite (ma condition financière sera-t-elle adéquate?)Vendre ou acheter des actifs immobiliersRéévaluer mon hypothèque

Impôts

Trouver les stratégies qui me permettront de réduire mes impôts personnelsVérifier les conséquences fiscales de mon décès pour mes héritiersÉvaluer comment contribuer à mes soldes de REÉR non utilisésVérifier les impacts fiscaux de mes placements

Affaires

Planifier ma relève et le transfert de mon entreprisePlanifier une association d'affairesBâtir un réseau d'influenceFaire des acquisitionsFusionner avec une entrepriseInstaurer un plan de transition en cas d'urgenceRéduire mes impôts et charges fiscalesOptimiser ma structure corporativeFractionner mes revenusM'incorporerRédiger une convention entre actionnairesMettre en place des stratégies de protection du patrimoineÉvaluer mes besoins d'assurances générales et responsabilité et mon programme d'assurance collective et d'avantages sociaux