An objective look at your situation
The Estate AuditTM service provides a thorough analysis of your financial situation. Starting with a selection of personalized services reflecting your objectives, our financial planners suggest a custom plan covering all seven facets of integrated financial planning:
- legal
- wills
- insurance and risk management
- personal finance and budgeting
- taxation
- investment
- retirement
The areas relevant to you are analyzed from different perspectives:
- personal and family
- financial
- taxation
- children’s education
- retirement
- upon death
- insurance coverage implications
A service provided by LAFOND PLANIFICATION
Setting up Abroad
The challenge of international expansion comes with compelling growth opportunities for a company seeking to advance and expand, even with an awareness of the risks that such ventures carry. Read more...
