Management consulting

Integrated financial planning


Integrated financial planning refers to a complete analysis of your financial situation to define a strategic plan and give you the best advices that will allow you to reach your financial goals.

Why defining a financial planning strategy?

Entrepreneurs or individuals, the success of your projects requires a good, integrated and complete financial planning.

With an overview of your case and after discussing about your needs, our experts will make you personal recommendations fitting your profile and will define a tailored strategy to reach your goals.

This planification will allow you to review your situation. Taxation, investment, insurance, estate, finance… Massie Turcotte offers its expertise in many fields in order to guide you in your decision-making process, help you reach your objectives and be able to cope with unforeseen events.

Our advices help you :

  • Clarify your personal and family goals
  • Establish your financial statement
  • Manage your assets
  • Reduce your tax bill
  • Plan your children’s education costs
  • Plan your retirement
  • Plan your estate
  • Plan your insurance coverage

We are independent, which ensures neutrality in our recommendations.

Our Certifications


We are members of the Canadian Council on accountability and our company has the expertise to produce financial statements according to IFRS standards. We are also recognized as training supervisor which allows us to have a competent team that can meet your needs.

Did you know

Since its founding in 1981, our group is committed to providing our customers with personalized service from experienced people and in the shortest time possible, as well as provide expert advice on current accounting and tax data.

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