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Catherine Laurin
Tim Anderson

Tel: 514-282-5807
Fax: 514-282-5837
Toll Free: 1-800-363-6732


1501 avenue McGill College
Bureau 3200
Montréal, QC
H3A 3M8

Managing Your Wealth

Managing Your Wealth
The value of a wealth plan for a business owner
Business owners need to integrate their personal goals with the needs of their business as they journey through the various stages of their personal and business life cycles. With so much time and effort invested in the business, there is often little time left to address personal and family issues. A well-thoughtout wealth plan will help to identify a business owner’s personal and business needs and priorities.
Taking Money Out of an RESP
As the new school year begins, many students are preparing to take the next big step in their educational journey by heading off to university, college, or another continuing education program aligned with their interests and career aspirations. Fortunately, if you’ve planned ahead and contributed to a Registered Education Savings Plan (“RESP”), your child, grandchild, or another qualifying beneficiary of the plan, will have the means to fulfil their post-secondary education goals and start to withdraw funds from their RESP.
A Lesson On Financial Considerations
With your hard-earned degree in hand, most recent graduates are focused on securing full-time employment and building their career. In addition to these priorities, it’s also important to start planning for your financial future. This article outlines some considerations that can set a recent graduate on the path to long-term financial success.
The gig economy
The gig economy in Canada is growing at a phenomenal rate that shows no signs of slowing down.
The Aging Economy
Living longer means that thoughtful and effective financial decisions should be made about retirement and estate planning goals.
Women and Wealth
Women are now the primary breadwinners in over 31 per cent of Canadian households.1 They continue to achieve greater success in the corporate world and are leaders in many professions. This article discusses the realities faced by women as they balance their professional and personal responsibilities, and how working with a financial professional who understands their unique needs, can help them reach their financial goals.
Financial Considerations Across Life Stages
This article highlights relative investment and insurance options for three major life stages – starting out, the peak earning years, and approaching retirement.
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Philanthropy & Giving Back
Philanthropy and charitable giving opportunities come in many forms. Often the motivation to support a charity is linked to an emotional connection with a loved one, a personal experience or simply a desire to make a positive difference.
Insurance Considerations
Insurance Considerations for Business Owners and Incorporated Professionals
Generation Why!
Take notice of millennials – they’re devoted, educated, and focused to succeed.
Having Meaningful Money Conversations With Your Partner
Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money,
Understanding Risk
The attached article, Understanding Risk: Not All Risk is Created Equally provides an overview on the subject. It identifies some common types of risk and also discusses some measurements of risk and some techniques that can be used to help mitigate against it.
Retirement – what’s your game plan?
Life is all about transitions, like graduation, starting a family, changing jobs, moving to a new home, raising a family, and eventually, retirement. While many of us successfully negotiate these transitions, retirement often poses the greatest challenge.
Living to 100 The Four Keys to Longevity
For most people, planning for retirement or their later years is focused mostly on finances and how they will spend their time. However, ensuring they spend those years in good health is something that many overlook. The times are certainly changing, with medical advances and technological breakthroughs, planning for retirement and living longer needs to be more holistic.