OUR SERVICES


Investments and Asset Management

  • • Establishment of objectives and goals and required rate of return.
  • • Asset allocation based on personal objectives.
  • • Selection of investments in harmony with objectives and risk tolerance.
  • • Tax-efficient investments.
  • • Fee analysis.
  • • Ongoing monitoring (performance and objectives).

Retirement Planning

  • • Projection and analysis of income at retirement.
  • • Analysis of needs at retirement.
  • • Retirement allowance.
  • • TFSA or RSP ?
  • • Establishment of objectives and goals.
  • • Analysis of CPP and OAS.

Estate Planning

  • • Legacy planning.
  • • Estate.
  • • Inter-generational transfer.
  • • Patrimonial goods.
  • • Gifts to children.
  • • Trusts.
  • • Charitable donations.
*Some estate planning strategies may require the intervention of a lawyer.

Reduction of Tax Burden (strategies)

  • • Tax-efficient investments.
  • • Deferral of tax.
  • • Conversion for tax purposes.
  • • Transfer of property to the estate.
  • • Income splitting.
  • • Inter-generational transfer.
*Tax minimization strategies follow the rules put forth by the CRA and may require the involvement of an accredited accountant.

Businesses (big and small)

  • • Investment and asset management.
  • • RSP Group.
  • • Tax efficiency of commercial income.
  • • Social advantages.

Wealth risk management

  • • Protection of assets in the event of downturn or correction of the markets.
  • • Fixed income strategies.
  • • Low volatility portfolios.
  • • Investments risk management.


OUR HAPPY CLIENTS

Mr. Charron, to whom I have entrusted my portfolio, has shown great concern for the service he has offered me. It is also important to note that he is an honest, respectful, and reassuring person, and has shown a great sense of responsibility towards my interests. I highly recommend his services.

Stéphane - Montréal

We worked with Hugo Charron, with whom we weren't previously familiar, and found in him exactly what we were looking for. Efficient and professional, he explains his thoughts clearly and takes his work and our money very seriously. As far as we are concerned, during our exchanges and meetings, he has always been anxious to satisfy our expectations regarding the investment of our assets. In short, we are very satisfied with the services of Hugo Charron, investment dealer.

Serge & Martine - Laval

Hugo is committed and enthusiastic in his work and in dealing with his clientele. I am not disappointed to have entrusted my money to him because I know that it is in good hands and that Hugo gives me sound advice for the future and my retirement project. He fulfills my requests effectively and quickly, which are sometimes numerous. He is young and ambitious, but above all he is honest. I do not hesitate to recommend him to my acquaintances when the opportunity presents itself.

Marie-France - Montréal