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.
“In every assignment, I’m guided by the desire to safeguard my client’s interests.“
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.
Expertises
Services
Specific expertises
- Canadian and international estate’s setting
- Tax accounting
- Will and estate planning
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In the Media Les AffairesPour que votre succession profite de vos biens immobiliers
En matière d’immobilier, plusieurs règles fiscales entrent en jeu lors du décès d’une personne.
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In the Media Journal de MontréalUn levier pour aider votre enfant à accéder à la propriété
Les parents qui veulent donner un coup de pouce à l’un de leurs enfants pourraient envisager le don d’équité.
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InsightsProperty Transfers: Avoid Costly Tax Situations
Making a gift to an heir during your lifetime has tax implications that you need to be aware of in order to(…)
