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Anick Ethier, Financial Planner

Anick Ethier

Financial Planner

Languages spoken


French

Area served


Laval: Laval

Ce que je peux faire pour vous

Grâce à mon expertise, je peux vous guider dans les sept domaines suivants pour l’atteinte de vos objectifs :
 

  • Préparer une stratégie pour une retraite à la hauteur de vos aspirations
  • Gérer vos placements en fonction de vos objectifs
  • Planifier votre succession et votre testament
  • Évaluer votre situation sur le plan de l’assurance
  • Maîtriser vos finances personnelles
  • Donner des stratégies du point de vue de l’impôt
  • Intégrer le contexte légal (marital, entreprises, autres) à votre planification

Comment se passent les rencontres?

D’une étape à l’autre de votre vie, vos différents objectifs nécessitent des solutions financières adaptées pour vous guider vers la réalisation de vos projets.
Voici les étapes que je suis pour vous aider à trouver les solutions financières idéales pour atteindre vos objectifs :
 

  • Comprendre votre situation et vos objectifs
  • Planifier et élaborer votre stratégie
  • Agir et vous conseiller de nouvelles solutions s'il y a lieu
  • Faire un suivi lors de rencontres régulières

Des questions?

 

Envoyer un courriel

Prenez une longueur d’avance

Avant notre rencontre, utilisez l’outil MonIdée pour identifier les projets que vous souhaitez réaliser et déterminer combien vous devez épargner pour y parvenir.

 

Démarrer mon projet
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Notes légales

Les services de planification financière sont offerts par Banque Nationale Investissements inc. (BNI), filiale à part entière de la Banque Nationale du Canada. BNI est inscrite au Québec en tant que cabinet en planification financière.