Financial planning

A primer for blended families


According to the most recent data available from Statistics Canada, approximately 465,000 Canadian families are blended, meaning one or both parents have children from a previous relationship. The portrait of a typical Canadian family is changing rapidly, especially in Quebec, where couples are less likely to marry than elsewhere in the country and where blended families are becoming the norm.

When these families first come together, the first priority focus is usually towards helping the children adjust.  Sound financial planning should run a very close second. Based on the statistics here in Quebec, a transparent blend of finances may very well be a bigger commitment than marriage.

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Sudden Wealth Syndrome: Part I

The Risks


We’ve all heard the story about the lottery winner who quickly squanders his wealth and has little to show for it. It’s a modern-day fable, warning us that money can be washed away as quickly as it rolls in.

This is no urban legend. In fact, almost all Canadian families that find themselves suddenly wealthy will eventually wind up right back where they started. This combination of inexperience and poor financial planning is so common it even has a name: Sudden Wealth Syndrome.

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Millennials: Easy Targets for Fraud & Scams?


Due to the nature of our business: managing your money, technology is an indispensable tool. Our alignment with well-established firms ensures that information is processed over digital platforms designed to protect and maintain the confidentiality of sensitive client data.

For Millennials, also known as Generation Y, (definition: People born in the 1980s and 1990s; mostly the children of the Baby Boomers) digital and electronic technology is a way of life and most can’t or very vaguely remember life before cell phones and computers.

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Canada 150 & Free Discovery Pass for 2017


We’re well into 2017 and this year Canadians are celebrating our 150th anniversary. But a lot of people living here in Montréal seem to be confused because there are actually two celebrations happening simultaneously. It’s Canada’s 150th anniversary, but it’s also Montréal’s 375th anniversary. As a result, there’s a staggering degree of overlap between events organized to celebrate these dual historic milestones.

The colony of Canada was actually established in 1534, but in 2017 we are celebrating the Canadian Confederation, which is when the colonies of Canada (Ontario and Quebec), Nova Scotia and New Brunswick were united as the “Dominion of Canada” on July 1, 1867.

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