Tel: 514-286-7257
Fax: 514-286-7261


BMO Nesbitt Burns
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8

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Financial Planning

Put your financial plan on a solid footing

To be useful, your financial plan must lead you from where you are today, in other words, your current situation, to where you want to be tomorrow.
Where you are today

Clarifying your current financial situation is the first of six steps used to develop a good, solid financial plan. This first step requires that you take stock of your current investments, savings, assets and liabilities. I can provide you’re with a series of questions to help you in this assessment. Remember to use only the most recent information, otherwise your conclusions could be faulty and lead you off-track.

Where you want to be tomorrow

To get a clear idea of where you want to be financially in the future, you must set measurable goals. For instance, it is more useful to know that you want to retire at 65 and that you estimate your spending in retirement will be 75% of your current spending level than to say that you want to retire as soon as possible. By understanding both your current financial situation and your goals, I can provide you with a detailed analysis of the steps you will need to take to achieve them. As well, measurable goals make it much easier to chart your progress.

What’s next?

I can help you with all aspects of your financial planning. Please feel free to contact me directly, at any time. Don’t forget: the earlier you begin planning for tomorrow, the easier it will be to achieve your goals.

Marie-Josée Turcotte
Tel: (514) 286-7257