Your financial planning starts here
Benefit from structured financial planning to optimize your finances and achieve your goals!
Get the right financial advice for your needs.
Optimize your personal finances in preparation for retirement
Plan when you can retire
Determine the optimal age to start receiving CPP and OAS
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Strategically plan withdrawals
Personalized and independent investment strategy
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Achieve effective tax planning
Who are our clients?
Our clients are individuals aged 40 and above who are seeking a long-term relationship and independent advice, with investment assets exceeding $150,000. Their goals include:
Planning for their retirement
Optimizing their financial situation
Tax planning
Professional investment management
*Nous travaillons exclusivement avec des clients ouverts à nous confier la gestion de leurs actifs.
A dynamic and competent team
Our team consists of seasoned professionals with advanced expertise in personal finance and a passion for financial planning. At Ta Planif, we understand that every financial journey is unique. That's why our planners take a personalized approach, committed to understanding your life goals and challenges.
William Laberge-Cloutier, B.A.A. Pl.Fin.
Financial planner
Registered Mutual Fund Dealer Representative with Mica Capital Inc.
Registered mortgage broker with Planiprêt
Philippe Mainguy Rochette, B.A.A. Pl.Fin.
Financial planner
Registered Mutual Fund Dealer Representative with Mica Capital Inc.
Registered financial security advisor with Ta Planif
2012
Entry into the industry
2
Financial planners affiliated with the IQPF
100%
Independent
Your financial plan with Ta Planif
An independent approach for optimal results
Objectives:
Structuring and optimizing your finances to achieve desired goals
Accelerating your financial independence
Vous aider à prendre les bonnes décisions financières
Diminuer vos impôts à payer tout au long de votre vie
Your advantages:
A straightforward action plan that is easy to understand
A straightforward action plan that is easy to understand
Financial guidance providing peace of mind
Financial gains often exceeding the cost of your plan in the first year
Our process: A personalized journey toward your financial success
To provide you with valuable advice, it is important to thoroughly understand your goals, needs, and priorities, as well as the constraints and opportunities unique to your situation. Our rigorous process allows us to develop appropriate strategies and recommendations.
1
15-Minute exploratory call
Embark on your financial journey with a free 15-minute discovery call. The purpose of this call is to learn more about your needs, situation, and expectations. If our service offer meets your needs, a financial planning mandate will be sent to start the process.
2
Needs Assessment
During this meeting, we create a detailed picture of your personal and financial situation. This step allows us to determine your objectives, cost of living, and the key elements to be included in your financial plan.
3
Analysis and development of strategies
At this stage, a thorough analysis is conducted to identify the most suitable financial strategies for your situation. Once identified, concrete recommendations are established to provide you with a clear direction.
4
Presentation of the financial plan
The financial plan is presented by explaining the recommendations and the findings that support them. You will gain a full understanding of your financial situation and the means available to you to achieve your goals. We address all your questions and adjust the plan based on your feedback to ensure it perfectly aligns with your expectations and needs.
5
Ongoing collaboration and periodic adjustment of the financial plan
Your financial situation evolves, and so does our collaboration. We are committed to regularly reviewing and adjusting your financial plan to ensure it remains aligned with your changing life goals.
Prêt à planifier un avenir prospère ?
Ready to plan a prosperous future?
The elements of your financial plan
An effective financial plan should encompass a comprehensive view of your financial situation. That's why the Ta Planif financial plan includes recommendations on the following elements:
Your retirement
Your investment portfolio
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Preparing for unforeseen events
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Managing liquidity and major expenses
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Tax strategies
Testimonials
We place our clients' needs and expectations at the center of all our decisions and actions. We are committed to providing them with tailored solutions that meet their specific needs.