• Reach your full potential

    Reach your full potential

  • At the heart of your financial strategies

    At the heart of your financial strategies

  • Secure your financial situation

    Secure your financial situation

  • Reach your financial heights

    Reach your financial heights

  • Your financial

    Your financial "coach"

  • A safekeeper for your assets

    A safekeeper for your assets

Diagnosis of your financial situation

 

  • Will your current savings be enough to achieve your retirement plans?
  • Is your portfolio properly diversified... Wish to have a second, objective opinion?
  • Is your insurance coverage sufficient to protect yourself, and provide adequately for your loved ones? 

 

Our approach to financial planning allows the overall objective assessment of your situation. We will evaluate several aspects (legal, investment, retirement, insurance and risk management, succession, finance and taxation) to give you a comprehensive, objective and personalized financial plan.

A financial plan offers an overview of your current situation while presenting important calls for action required to achieve your goals and fulfill your projects. Once implemented, this personalized plan will be updated periodically, ensuring that any changes related to your career, family and personal situation be integrated into it.

 

Let us review, prepare a thorough financial diagnosis and propose solutions tailored to your situation.

Click here to download the PEAK Planner pdf document.

Home Your needs Financial diagnosis

SAVARD & ASSOCIATES

Financial Group

 

1080 Beaver Hall, Suite 002

Montreal, QC, H2B 3N3

Tel.: 514.489.9494

Fax.: 514.767.8084


425 avenue Mathers, Suite 103

St-Eustache, QC, J7P 0B4

Tel.: 514.489.9494

Fax.: 514.767.8084

 

 

   

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