Tax Financial speaker
Principal residence stature and taxes
Strategic use of capital gains
Tax loss selling
Sale or purchase of a business
Salary or dividends?
Tax & income optimization for the self-employed
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.
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
Tax-efficient investment structures
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
“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
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.