News
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PRESS RELEASE
December 12, 2024 -
MAIN FEATURE
4 ARTICLESTaking up residence outside the country for varying periods of time is a project that attracts many people. In Canada, some 900,000 snowbirds spend several months in the southern United States every year. What's more, the choice of destinations and the reasons for doing so, whether personal or professional, have diversified. This dossier is packed with tips and best practices to guide advisors and their clients in their preparations. Financial challenges and tax obligations are among the topics covered.
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MAIN FEATURE
6 ARTICLESIncome inequality during active working years has been discussed for several years, but other lesser-known sources of imbalance have significant impacts in retirement. Whether it's the impact of lower contributions, the division of tasks and expenses within couples, or women's approach to risk in investments, these issues benefit from being discussed during client meetings. Professionals can play a crucial role in overcoming obstacles for women to achieve a financially satisfactory retirement.
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MAIN FEATURE
3 ARTICLESIn Quebec, transferring a business is undoubtedly one of the biggest intergenerational handovers of assets in our time. As the largest cohort of business owners retires from the SME sector and passes the torch to the next generation, major challenges will emerge over the next decade, and professional advice will be essential to ensuring the long-term survival of our entrepreneurial fabric. In this context, the demand for expertise is likely to accelerate and advisors interested in this industry must be prepared.
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PRESS RELEASE
