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Financial Planning and Tax Optimization

Financial planning services are available to help you develop a global and realistic view of your wealth management. Beyond investments and retirement, our financial planners provide a service that covers all aspects of your personal situation.

Personalized Recommendations

Following rigorous information gathering, analysis of your situation and, if necessary, that of your loved ones, we will be able to provide you with a plan adapted to your values, objectives and needs. This plan will become the benchmark for informed decision-making. We will periodically validate with you all underlying factors of your plan to ensure that it is compatible with your actual situation.

Tax Optimization

Income and gains from investments are taxed differently, depending on which investment vehicle you choose. To optimize your after-tax returns, we take special care of your tax situation, and work with your other advisors where appropriate.