- How to create a sound financial strategy
- Budget aspects
- The Quebec Pension Plan and Old Age Security
- The marginal tax rate and tax strategies
- Legal issues
- Life and health insurance: Do I really need them and if so, how much coverage should I get?
- Savings plans and investments: RRSP or TFSA?
- Investment disbursement: RRIF and life annuities
- Personalized follow-up with your advisor to develop a strategy tailored to your needs.