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FOR FAMILIES WITH A NET WORTH

OF $5M AND MORE

On reference only

OUR CLIENTS AND PARTNERS

 

We assisted the Allaire family, owners of ORAM Plumbing (a company of 240 employees), through the process of transferring the business from the second generation to the third.

Read about ORAM's growth in LaPresse+.

2021 and 2022 winner of Canada's Best Managed Companies Award Program

WITH YOU THROUGH EVERY STEP OF YOUR FINANCIAL LIFE

 
 
 
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  • PHILANTHROPY, LEAVING YOUR MARK IN THIS WORLD

  • ESTATE EQUALIZATION BETWEEN CHILDREN

  • TAXES AT DEATH: CALCULATION, REDUCTION AND FINANCING

  • RETIREMENT PLANNING AS WELL AS DISBURSEMENTS

  • RETENTION / ATTRACTION OF KEY EMPLOYEES

  • RISK MANAGEMENT IN THE EVENT OF DEATH OR DISABILITY

  • ASSET PROTECTION

IN THE MEDIA

 

"Lawyer and tax expert, Nicolas St-Vincent has found his niche. He combines the two areas of expertise to serve his wealthy clients in his firm Tax & Financial Solutions Ltd. The 40-year-old financial security advisor is also an ultra-endurance runner. "

 

FINANCE ET INVESTISSEMENT | FEBRUARY 2019

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A Great Legacy.

Like you.

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