Your advisor,
your ally
Valeo+ supports you at every stage of your life to achieve your financial goals, protect your family and preserve your lifestyle.
We are experts in the management of investments and insurance and have developed innovative processes that allow us to help you set and achieve your personal and financial goals.
TAILOR-MADE SOLUTIONS AT EVERY STAGE OF YOUR LIFE.
JOB
- Creating a budget
- Emergency fund
- Start of savings (RRSP, TFSA, etc.)
- Debt management
COUPLE LIFE
- Financial needs analysis
- Budget review
- Definition of investor profile
- Optimization of RRSP contributions based on income
REAL ESTATE
- Funding strategy (RAP, CMHC, etc.)
- Debt protection
- Will and protection mandate
CHILDREN
- Review of needs and protections
- Forecast of amounts intended for studies (RESP)
- Revision of the will
- Review of investor profile
EARLY RETIREMENT
- Optimization of protections
- Debt reduction
- Maximization of savings
- Strategy review
- Planning for retirement
RETIREMENT
- Review of needs and protections
- Disbursement strategy
- Tax optimization
- Income splitting
- Line of credit: retirement option
SUCCESSION
- Revision of the will
- Revision of the protection mandate
- Optimization of intergenerational transfer
- Estate investment
a network combining strength and independence
Additional services
Mortgage financing
Take advantage of our integrated offer and our great negotiating power to find the best financial product among nearly 25 financial institutions.
Travel insurance
Our partner is one of the largest providers of travel insurance and assistance services in the world. Take advantage of comprehensive coverage tailored to your needs.
MEET AN ADVISOR
Your Valeo + advisor will be happy to meet you.
QUEBEC
725 boulevard Lebourgneuf, bur 401.
Quebec (Quebec) G2J 0C4
(418) 658.7382
MONTREAL
6400 avenue Auteuil bur. 300
Brossard (Quebec) J45 3PZ
(514) 309.3450
© All rights reserved | Valeo Plus
FREE OF CHARGE
1 844 893.7376
