Our program for your personal journey

  • PLANTE GROUP
  • PLANTE GROUP IN COLLABORATION WITH ITS PARTNERS
1

Schedule a first meeting

  • Understand your life goals and their financial implications
2

Unclutter your finances

  • Estimate your cost of living
  • Analyze the assets and liabilities of your balance sheet
  • Examine your credit use
  • Optimize your banking solutions
  • Maximize your savings potential
  • Project when you can reach financial independence
3

Grow your assets

  • Initiate investment management
  • Benefit from real estate investment advice
  • Receive strategic advice for your business
4

Protect what’s yours

  • Optimize your tax situation
  • Manage your financial risks
5

Transfer your wealth

  • Plan your estate wishes
  • Establish a philanthropic plan
  • Ensure an exit strategy for your company
6

Financial optimization

  • Perform frequent reviews of your situation

Take control of your financial legacy

Improve your profitability with an holistic plan

+ 3.07%

According to research, the implementation of a full wealth management program has an estimated added value worth 3.07% per year.

Source: Vanguard and Capital Sigma: The Sources of Advisor-Created Value

$1,960,315
+ $864,754 (value-added)
$1,095,561
$500,000
INITIAL DEPOSIT
Today
20 years

Protect your financial future

Speak with one of our wealth management experts