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Robert Poirier

Wealth Advisor

Fax: 514-282-8199
Toll Free: 1800-361-7115
Tel: 514-286-7212

Robert Poirier

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

Contact Me

Tax Planning

An efficient wealth plan

From growing your assets, to managing them in retirement, taxes can have a meaningful effect on your financial picture. Through my tax planning services, I will work closely with you and your chosen tax professional to incorporate tax planning into your overall wealth plan.

Together we can explore investment options to minimize taxable investment income and take maximum advantage of tax-deferred savings. I can also advise you on trusts and other estate planning strategies to maximize the assets your beneficiaries will inherit.