The importance
of a financial planner
The role of the financial planner is to establish the best financial strategies to help you achieve your life goals.
Comprehensive financial planning for your financial assets
It can help you confirm or deny whether you’re on the right track, whether your financial strategies are holding up, or simply guide you in knowing how to go about achieving your financial ambitions.
The best financial planning needs to be flexible to adapt to your priorities and your reality, and to do so on an ongoing basis. In fact, Actif Santé Financière can re-evaluate each client’s needs several times a year, as required, especially if adjustments or updates need to be made, so that you’re always on the right track.
Comprehensive financial planning for your financial assets
It can help you confirm or deny whether you’re on the right track, whether your financial strategies are holding up, or simply guide you in knowing how to go about achieving your financial ambitions.
The best financial planning needs to be flexible to adapt to your priorities and your reality, and to do so on an ongoing basis. In fact, Actif Santé Financière can re-evaluate each client’s needs several times a year, as required, especially if adjustments or updates need to be made, so that you’re always on the right track.
We’ve built a solid partnership with a reliable firm
To ensure consistency between efforts to activate and maximize each customer’s financial potential.
Exploratory meeting with a financial planner
Retirement, insurance, investments and taxation must all be part of your overall financial planning.
Our financial planners assess your needs, taking into account the following aspects, to ensure that your planning is accurate and complete:
Retirement
Insurance and risk management
Investments
Finances
Legal aspects
Taxation
Estate
At Actif santé financière, we
Analyze your financial assets and your current and future needs
Let’s assess your risk tolerance
Consider your life goals
Then, thanks to our business intelligence combined with our technology, we provide you with a comprehensive and clear financial strategy to help you achieve your goals.
RRSP, RRIF, LIRA, LRIF, Group RRSP, TFSA, RESP, LIF, Defined Contribution Plan?
When is the best time for financial planning?
Depending on your stage of life, whether you’re thinking about buying a property, taking out RRSPs, investing in an RESP, thinking about your estate or planning your retirement, our financial planners will assess your situation, your life goals and advise you strategically to maximize your assets.
The goal is to
paint a clear picture
+
to develop an accessible, scalable financial plan to meet your short- and long-term goals
It’s our job to advise you strategically on how and when to disburse your assets in a way that’s optimal for you.
The goal is to
paint a clear picture
+
to develop an accessible, scalable financial plan to meet your short- and long-term goals
It’s our job to advise you strategically on how and when to disburse your assets in a way that’s optimal for you.
The difference with Actif santé financière
Our approach differs from firms and financial institutions in that our financial planners are 100% dedicated to financial planning – only.
You benefit from a minimum of 2 meetings a year to ensure that financial alignment is fair and relevant.
We use more sophisticated, more powerful and more intelligent financial management software to optimize your financial strategies and maximize your assets.
We have access to several partners and financial institutions, giving us the ability to offer THE right product for your situation.
Our business partners
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