Innovation Wealth Solutions
Innovation Wealth Solutions is a dynamic team of young professionals, each bringing unique expertise to your custom financial plan. Our four partners collaborate to provide comprehensive, tailored solutions for our clients. Debbie, our portfolio manager specialist, is dedicated to crafting personalized strategies in all areas of financial planning from asset allocation, tax and insurance planning, along with estate planning that align with your goals. Mathieu and Pascal focus on financial planning and client relationship management, ensuring that you receive attentive support and guidance throughout your journey. Luc, with his expertise in managing discretionary investment portfolios, works to carefully calibrate your discretionary investment portfolio to your stated goals, objectives, and risk tolerance.. Together, we are committed to simplifying financial complexity and empowering you to achieve your financial dreams.
I have a professional corporation that accumulates money. What are options to best use this surplus, given my specific goals.
Should I pay down my debt or invest. Can I do both? Which one would be better for me?
Should I save in a TFSA or RRSP, given my circumstances and financial goals.
There is a vacation property, or illiquid asset, in our family and I don’t want it to cause issues for my family after I die.
I have assets but I don’t have a will. Where should I start?
I earn a good income and I would want my spouse, and or, children to continue to live the same lifestyle if I die but I’m not certain if my insurance coverage is sufficient or if I have too much.
