France Vézina specializes in personal financial planning, particularly estate and will planning and knows that expertise, accessibility and attentiveness are the key to a relationship of trust. Above all, she is there to provide support in making the best decisions for both the client's family and business.
Recognized for her skills and knowledge, she worked in financial institutions for some 20 years, including 10 years in personal financial planning advisory services and life insurance, annuity and survivor benefits needs analysis.
Making a gift to an heir during your lifetime has tax implications that you need to be aware of in order to make the best choice.
En matière d’immobilier, plusieurs règles fiscales entrent en jeu lors du décès d’une personne.
Les parents qui veulent donner un coup de pouce à l’un de leurs enfants pourraient envisager le don d’équité.
