→ Click here to fill in the form (bottom of the page)

For Team Vasseur, treating our clients like family is at the core of our practice.

Both our financial planner and associate advisor grew up in an agricultural environment. They acknowledge and understand all the effort you put into your work; this is why they want to be your allies, providing you with support, clarity, and stability in your financial planning.

It is important for us to build stable and lasting relationships, to foster a climate of trust and to share our knowledge. Keeping financial concepts simple so that you can be comfortable with your financial decisions is paramount to us.

Are you wondering:

  • How can I make sure that all the pieces I put together with each of my professionals are all aligned and that they do fit my needs and wishes?
  • I have several loans and each has a credit insurance linked to it . Is this really the most effective and least expensive solution?
  • I invest a lot of time and effort into my business. If I am unable to work, who and how many will be able to replace me? What is the associated cost and how can I prepare for it?
  • What are my options for my exit strategy and their financial impacts?
  • I want to prepare my succession. What financial aspects of the business should I consider?
  • Do I want to prioritize equity or equality when distributing my estate between my children who are involved in my business and those who are not?

When we create a financial plan, we make sure to address the following areas:

  • Cash flow management
  • Risk management (death, disability, replacement of key people, etc.)
  • Investment planning
  • Succession planning
  • Retirement planning
  • Estate planning
  • All the while ensuring that the solutions provided are tax-efficient for you.

We firmly believe that you will find peace of mind knowing that your plan will hold up despite the twists and turns that life may throw at you.

Our favourite formula is “Understanding + Trust = Peace of Mind.”

We look forward to hearing from you.

Team Vasseur

For further information, contact us
at 514 431-3756 or dimension-e@upa.qc.ca.