FINANCIAL PLANNING – Sally Bondss – Experienced Real Estate & Finance Specialist - arer1234564313 – Beehivr
At AVIE, we offer advanced planning solutions specifically designed for business owners, professionals, and high-net-worth individuals. Our rigorous and personalized approach addresses the unique needs of your situation, both personally and corporately.
Before issuing any insurance policy, we conduct an in-depth analysis of your goals and identify potential tax, estate, or structural challenges that may have long-term implications. Our priority is to offer solutions that are consistent, tax-efficient, and aligned with your long-term objectives.
Our planning services include:
- Advanced estate planning: efficient transfer of assets, minimizing taxes at death
- Personalized tax strategies to maximize the net worth of your business and your estate
- Life insurance solutions (whole life, universal life) as stable asset classes with tax-advantaged growth
- Effective corporate structures: purchase of policies by the company, use of the capital dividend account (CDA)
- Disability insurance for professionals and shareholders: protection of income and financial obligations in case of inability to work
- Critical illness insurance: tax-free capital in case of serious illness, to maintain financial stability
- Analysis and funding of shareholder agreements: structuring and financing of withdrawal, death, or disability clauses
- Review of existing insurance portfolios: evaluation of current policies to detect gaps, redundancies, or optimization opportunities
- Overall optimization of financial health, both personal and corporate, and more.
Why choose AVIE?
Because your financial priorities deserve more than a one-size-fits-all solution. With our expertise in insurance, tax planning, and integrated wealth strategies, we help you make informed, strategic, and sustainable decisions — with clarity, precision, and peace of mind.
Sally BondssExperienced Real Estate & Finance Specialist - arer1234564313
Beehivr
Sébastien
Emilie
Contact
French, English, Spanish, Japanese, Korean
768 Rue De Namur, Saint Lambert, Qc J4S 1Z5
Mortgages -AVIE Financial Services Inc. is Attached to Planiprêt Mortgage broker firm. Our mortgage brokers are regulated by the Autorité des marchés financiers (AMF), under the law on the distribution of financial products and services (LDPSF). Investments - Aliona Cozari is Attached to PEAK Investment Services Inc. PEAK Investment Services Inc. a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual Fund Dealers Association of Canada. PEAK Investment Services Inc.’s activities involve investment products, such as mutual funds and exchange-traded funds. PEAK Investment Services Inc. The MFDA Investor Protection Corporation protects clients of PEAK Investment Services Inc. who are under its jurisdiction against the loss of property held in client accounts due to the firm’s insolvency. Please see http://mfda.ca/mfda-investor-protection-corporation/ for more details. Mutual funds are distributed through PEAK Investment Services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. PEAK Investment Services’ responsibility is limited to the products it distributes. Personal Insurance - Insurance products include, but are not limited to, term life insurance, permanent life insurance, whole life insurance, universal life insurance, mortgage life insurance, accident and sickness insurance, long-term care, critical illness and disability insurance, private health insurance, travel insurance and expatriate insurance. This website is intended for Quebec residents.