Take charge of your finances with the help of Sound Money Management. We’ll help you make better decisions about your investments, loans, debts and cash flow. Thanks to these decisions, your family will continue to prosper
Maximize returns within your pension fund
Optimization of your loans
Pay off debt using sound financial management
Increase your liquidity through portfolio management techniques
There are several methods to protect your heritage. We will develop a unique strategy specific to your profile, business and family situation
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
The main objective of optimizing your tax situation is to apply the most advantageous tax rules for your situation while respecting the tax laws in force. My goal is to lower your taxes and protect your assets
Taxation between spouses
Strategic use of capital gains or losses
Taxation of your main or secondary residences
Sale or purchase of a business.
Civil servants & Canadian armed force
Our mission is to help companies and their employees understand the most critical aspects of finances and taxation. Our workshops will leave your employees well equiped and informed on financial planning and taxation.
“My mandate is simple, I would like to help you achieve your financial peace through my extensive knowledge and thus, share with you the right information necessary for your financial success.”
Why choose Luc?
20+ years of experience
Finance and taxation expert
Business Administration degree
A Gatineau native entrepreneur with over 20 years of experience in the financial industry under his belt, Luc has all the necessary tools to deliver an unmatched service to his clients. Luc is also a Business Administration Bachelor’s Degree alumni, combined with advanced studies in estate and tax planning.
He is currently wrapping up a Master’s degree in Taxation at the University of Sherbrooke. Luc’s thirst for knowledge is unquenchable. He strives to continuously improve his service and expand his expertise.
Even as a family man and father of 2, Luc also excels in physical endeavors. He competes regularly in triathlons and other high level competitions. He holds himself to a high standard in all aspects of life. If that sounds like someone who you want in your corner to help handle your financial needs, contact us today!