Our services
Tax
optimization
Tax Financial
speaker
Business Reorganization
Heritage
protection
Business Reorganization
Our team of experts is dedicated to helping taxpayers navigate the complexities of tax reorganization. Whether you are considering an asset rollover, liquidation, merger, or dividend distribution of any kind, we are here to support you at every step of the process.
We understand that every situation is unique, and we work closely with you to design tailored solutions that meet your specific needs. With our in-depth expertise and personalized approach, we help you optimize asset management and maximize tax benefits.
Entrust us with your reorganization projects and benefit from professional consultation to ensure a smooth and compliant transition. Contact us today to discuss your options!
Incorporations
Holding
Asset rollover
Liquidation
Merger
Dividend distribution of any kind
Tax & Financial speaker
We can help your business. In short, we strive to deliver accurate and timely information to businesses & their employees. We will ensure that all your staff understands the most critical aspects of finance, financial services, and taxation. Yes, we aim to have happier, more informed, seasoned, and equipped employees through our financial planning and taxation workshops.
FINANCIAL PERFORMANCE
Are you feed-up with the ever-changing financial advisors at your local bank or credit union? It’s time for a change. We will ensure that you are equipped with the best information. Also, we’ll help you make better decisions with management fees, loans, mortgages, debts, and cash flow. Thanks to these decisions, your family will continue to prosper.
Lower, rock-bottom management fees
Mortgages & loans
Cash-flow analysis
Tax-efficient investment structures
Heritage protection
Are you paying outrageous monthly insurance premiums/payments? The insurance sold at banks, and credit unions are expensive and downright cheap. We will analyze your situation to see which insurance company is best for you and add you to a monthly/annual fee structure that best fits your budget.
Calculation of your estate net worth
Strategic discussions surrounding methods of protecting your heritage
Discussions of your testamentary bequests
Calculation of your unrealized tax related to your family patrimony and your matrimonial regime
Luc Dubé
“With my extended years of experience in tax/finance, I am entrusted with important mandates for my clients. I have the privilege of working with people for them to obtain the information and solutions necessary to optimize their quality of life. I pay attention to all the details provided to create an ideal partnership to help you navigate your economic life plans.”
Why choose Luc?
20+ years of experience
Taxation and Finance expert
Client-centric focus
My mandate is simple; I want to help you solidify the best possible tax refunds. This goal of ours can be achieved because of my extensive knowledge and sharing the correct information necessary for your financial success. Furthermore, we will help you take charge of your finances with the help of sound money management and develop a unique strategy specific to your profile and needs.
Finally, we can help your business. In short, we strive to deliver accurate and timely information to businesses & their employees. We will ensure that all your staff understands the most critical aspects of finance, financial services, and taxation. Yes, we aim to have happier, more informed, seasoned, and equipped employees through our financial planning and taxation workshops.