Heberling Serge

Financial planning advisor specializing in pension planning, taxation, real estate financing, and wealth management

• Analysis of your current personal and professional situation
• Definition of your financial objectives and implementation of a plan to achieve them
• Mortgage financing
• Review of your AVS/AI/LPP benefits
• Completion of tax returns, calculation of rental value, tax optimization, taxation of capital withdrawals
• Calculation of financial plan, monitoring of financing and steps to be taken
• Advice on LPP or 3rd pillar withdrawals, building up equity
• Advice on gifts and inheritance
• Planning for early retirement
• Asset management and management mandates
• Analysis of your insurance portfolio