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Réal Fortin created a firm that offers a wide range of multidisciplinary financial services with the help of an outside group of professionals with close ties to the business community (tax experts, lawyers, notaries, accountants, and financial planners).
Here are some of the key services provided by our firm:
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A portfolio strategy. We recommend a financial vehicle that allows our clients to take advantage of the growth in the markets, while benefiting from the contractual protection of their capital. |
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A strategy for the sale or purchase of equity shares in SMEs or
for the
sale or purchase of assets. |
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A strategy to help maximize the use of the $800,000 lifetime capital gains exemption. |
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A strategy to help minimize income tax for individuals or corporations. |
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A strategy for retirement income planning, estate planning, or life insurance planning. |
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