Financial Planning

Taxes are an ever-present reality for all financial strategies, whether for individuals and families, or businesses. Adroit planning and an understanding of how different products and strategies can help mitigate, or even avoid, tax burdens is an area of expertise Roy Lévesque & Associates incorporates into all of its strategies. 

For individuals and families, RL&A incorporates various products that maximize the potential of RRSP, RESP and TFSA strategies. The goal is to keep as much wealth as possible in the hands of our clients. 

For businesses, entrepreneurs and consultants, RL&A employs an in-depth knowledge of private investment and personal insurance strategies that offer powerful tax mitigation benefits. 

Specific areas of expertise include: 

• Tax-advantaged growth inside personal and business accounts

• Tax-advantaged strategies for incorporated persons

• Protection of personal and business assets against transition taxes

• Reduction of tax burdens during retirement