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

The Family

The family unit can be a major source of conflict for a family company. On the one hand, the successor for the top job is most likely to be a family member, while on the other hand family members’ interests and objectives can be divergent.