Liberal professions
Solutions adapted to the pace of a professional practice.
As a member of a professional order, you devote most of your energy to your practice. Our role is to build and manage your personal wealth with the same rigour, so your career translates into lasting financial independence.
Whether you practise alone, through a corporation or in partnership, we adapt our support to your practice structure and your professional order’s requirements.
How we work
Variable income management
Smoothing and investing professional income that fluctuates year to year.
Practice structure
Self-employed, incorporated or in partnership: the most advantageous structure.
Liability and income insurance
Complementing your order’s coverage with adequate personal protection.
Gradual retirement
Planning a career transition or a gradual retirement from practice.
Your questions, answered.
Many professional orders now allow it. Incorporation can offer meaningful tax deferral once your income exceeds your personal needs. We assess the relevance based on your order and your situation.
We put in place a savings and tax-smoothing strategy — RRSP, holding company where applicable — to stabilize your lifestyle and contributions regardless of fluctuations in your practice.
Professional liability insurance protects your practice, but rarely your personal income in the event of disability. We assess your individual protection needs as a complement.
Next step
Let’s build a strategy worthy of your ambitions.
A first confidential meeting, with no obligation, to explore how our team can serve your interests.