Our services are accessible directly or through autonomous professionals (1)

• Protection of Individuals: Personal insurance from 0-75 years

• Protection of property: automotive insurance, home, commercial, liability

• Heritage Protection: To pay taxes at death RRSP, capital gains, depreciation recoveries, RRSPs

• Asset Transfer inter-generation

• Mortgage Protection: Pay the balance in the event of death or disability

• MRP for your retirement

• Tax free income via universal concept

• Funding and wide selection of RRSP

• Preparation or revision of your will according to the many changes of the Civil Code

• Analysis of fringe benefits

• Assistance for the purchase of your home (inspection, budget, HBP)

Our products available by referral to relevant and authorized persons

Via accredited notaries (1)

• Simple Will or specific bequests

• Fiduciary Will

• Power of Attorney

• Buy / Sell Contracts

• Bill of sale

• Mortgage Act

• Cohabitation Agreement

• Shareholder Agreement

• Marriage or common-law Contract

• Contracts between Law Partners

• Family or divorce mediation for you or people around you

Via accredited tax (1)

Valuable advice following through analyzes and recommendation on individual, professional or corporate levels

 

Via chartered accountants or accounting (1)

• Registration Application • Bookkeeping • Personal Taxes

• Corporate Taxes • Accounting

 

Via accredited lawyers  (1)

• Matrimonial law: mediation, divorce • Corporate and Intellectual Property Law

• Real Estate Law • Family or divorce mediation for you or people around you

 

Via the Association of Quebec Landlords (1)

• A whole range of excellent services that can help the owner

• "Partnership" insurance for purchase / Sale agreements

• Group insurance from two or more employees

• Retirement planning following the sale of property

• Tax optimization

DISCLAIMER / NOTICE :

(1) NB Centre Financier Carrefour offers insurance products independently through PEAK Investment Services Inc. Carrefour Financial Centre can provide a professional referral, with no obligation s on your part, and does not take responsibility for actions by referred-to professionals governed by their own code of ethics.

 

(2) Services PEAK Securities Inc., a mutual fund dealer, registered with the AMF, limits its responsibility to investment products such as mutual funds and GICs.

 

(3) PEAK Insurance Services Inc., general agent in insurance, limits its responsibility to supply and insurance products, such as segregated funds and life insurance.

FINANCIAL PLANNING 7 / 7

How to define a plan of action that reflects your current goals, retirement and even death? Through analysis of seven (7) fields of FINANCIAL PLANNER as it regards your objectives as described below.

1. BUDGET PLANNING

2. TAX PLANNING

3. INVESTMENT PLANNING

4. PLANNING FOR RETIREMENT

5. RISK MANAGEMENT

6. ESTATE PLANNING

7. LEGAL PLANNING

Download the pdf document

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© All rights reserved for Centre Financier Carrefour. - Version updated as of December 18, 2017.