How and Why?
"During our first meetings, it is important to exchange information and thoughts with you to allow us to prepare a financial plan that fits your personal situation. In short, here are the four key steps:
- Data Collection
- Financial Information Analysis
- Presentation of the Plan and our Recommendations
- Periodic Review of your Plan or in the Event of a Significant Change
By implementing the suggested recommendations you will achieve financial independence while protecting your assets."
| Johanne Couture | |
| Financial Security Advisor |