Topic: Wealth management Retirement planning: Why ask for advice?
Creating your plan, together
We understand that you're always looking ahead. Whether it's saving for something important, investing, planning for retirement, or saving for your child's education, you have plans for the future. That's why we're here to guide you and provide advice based on your unique needs. We'll help you make the right decisions by creating a comprehensive and adaptable financial plan that lets you build up your assets and watch them grow.
Personalized advice based on a global view of your assets
We take stock of your assets and finances to draw up a plan that covers all aspects of your financial life, including investments, retirement planning, estate planning and more.
Make your money grow with a customized investment strategy
Our unique approach
Making the right investment decisions is key to achieving your goals. With the help of our experts, you can choose investments based on your targets, risk profile and investment horizon.
We keep a close eye on your portfolio to make sure that it reflects what you need. We'll help you optimize your investments while reducing your tax bill and minimizing the impact of market downturns.
A wide range of products
We have a wide range of products designed to help you get the results you want, including investment funds, turnkey investment portfolios, exchange-traded funds (ETFs), guaranteed investments and more.
As a responsible investment leader for more than 30 years, we also offer responsible investment products that let you make choices that reflect your values.
Start planning your dream retirement, today
It's always the right time to start thinking about retirement. The sooner you start saving, the more you'll be able to enjoy it when the time comes.
We help you see how much money you'll have in retirement by calculating how much you'll need to save each year, identifying sources of income and reviewing your plan if things change.
Prepare for the unexpected
You want to make sure that your loved ones and assets are protected if anything happens to you.
We help you find the right insurance products so that you can continue to meet your financial commitments and care for those who matter most.
Use our financing options for your projects
With our flexible financing solutions, you can quickly seize investment opportunities that come up without compromising your long-term financial goals.
- Financing the purchase of a rental property
- Construction or renovation projects
- Financing major purchases
See what we offer in terms of loans and credit and real estate financing.
Wealth management for business owners
Business owners have complex needs, and sometimes it's hard to know where to start. We understand the challenges that businesses face, and we can work with you to design a wealth management plan that accounts for human, financial, strategic, legal and tax considerations.
Take advantage of our expert advice for all your personal and business needs. We'll work together to help your business grow and succeed.
Why work with a wealth management advisor?
While it's always possible to manage your wealth on your own, the support of an advisor can make all the difference.
Here are some of the things an advisor can do for you:
- Help you prioritize your goals with a comprehensive view of your assets
- Set up effective strategies to grow your wealth and reduce your tax bill
- Offer the financial solutions that best meet your needs
- Make you aware of things you might not have considered
- Help you prepare for emergencies and unexpected expenses
- Draw up an investment strategy that helps you take care of your loved ones and business in the future
Make an appointment
By phone
Montreal area:
514-224-7737 This link opens your phone app (514-CAISSES)
Elsewhere in Canada and the US:
1-800-224-7737 This link opens your phone app (1-800-CAISSES)
Or have us call you when it's convenient.
Tips to grow your assets
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Topic: Wealth management What happens if you don't have a will?
