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YOUR OBJECTIVES
No matter how complex your financial situation, you want to realize your dreams and your most expensive life projects. Your SFL advisor offers you sound advice to achieve them while protecting your well-being and that of your loved ones.
OUR APPROACH
There’s more than just investments and insurance. There are your plans. Your dreams. Your life. We can help you channel every aspect of your financial life into a comprehensive wealth management strategy.
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Leaving the cottage to the kids: a gift that could be costly
A second home is often associated with priceless family memories. What could be more natural than wanting to leave it to the children when you pass away? Be careful, though: some planning is required... especially in the wake of the federal budget tabled in April 2024.
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