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Bureau 3200
Montréal, QC
H3A 3M8
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Managing Your Wealth

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.

Generation Why!
Take notice of millennials – they’re devoted, educated, and focused to succeed.

BMO Wealth Institute Report
They say it’s better to give than to receive. Judging by their actions, Canadians are big believers in that concept, with an overwhelming majority making financial donations to worthy causes. Not only does it make them feel good, it may also yield favourable tax incentives. Nevertheless, charitable giving in Canada is waning.