Financial Planning

A good financial plan* includes both a comprehensive and objective analysis of your financial situation and an action plan and guidelines aimed at helping you reach a certain level of financial independence and enhance your wealth.

Whether you’re seeking to save for your retirement, to better manage your personal debt, to undertake an important project, or to plan for your children’s higher education, Advisors from the VP Group are able to recommend solutions most suited to you.  Furthermore, we have added to the team a Financial Planner exclusively dedicated to our clients.  He will be able to keep track of your file internally and provide you support in the financial planning process, irrespective of your stage in life.  Our financial planner is a member of the Institut Québécois de la Planification Financière (IQPF).

We will help you:

• Establish your financial goals;
• Draft and analyze your personal record and budget;
• Evaluate your needs and your ability to meet them;
• Determine the financial and fiscal strategies that would help you manage your assets and liabilities efficiently while maximizing your net worth.

* In Quebec, financial planning is offered by advisors who are duly registered with IQPF.