- 514 652-1522
- contact@planisource.com
- Monday to Friday, from 8:30 AM to 4:30 PM
What We Do
Our experts support families who want their family values and their wealth to make an impact for more than two generations.
In addition, our team helps enterprising families wishing to sustain their wealth and assists entrepreneurs who want to have a wide range of services encompassing planning, insurance and investments. Our approach is divided into 2 Phases: the Initial Analysis Mandate and the Intergenerational Strategic Planning Mandate.
1. Initial Analysis Mandate
Like a complete health check-up by a health professional, our team deploys the efforts essential to building a picture of your family's health. They analyze all the information relating to your financial, legal and tax situation by providing a dimension of strategic reflection on your family’s aspirations and priorities.
Following our discussions, we can clarify the current situation, establish your strategic plan and lay the foundations for reflection in order to make the right recommendations by prioritising the actions to be coordinated.
2. Support in Intergenerational Strategic Planning
Our ongoing support packages are established after the initial analysis and serve as the anchor of our long-term partnership towards the achievement of your strategic family objectives.
The frequency of follow-up appointments for the coordination of ongoing actions and Agile planning appointments is based on the scope of the actions to be taken and your ambition to achieve them.
As an integrator, we ensure agile management of integrated family projects and services, which allows us to review and implement financial solutions, in collaboration with various professionals.
We also conduct the continuous review of the intergenerational strategic plan, updating analyses and priorities, as well as financial projections and personal financial statements.
In order to ensure the coordinated implementation of recommendations, our team offers customized consulting services adapted to the projects to be realized.
We offer a range of services that include facilitating strategic meetings as a vision keeper. We coordinate formal and informal meetings between professionals, family members, partners and the next generation to promote better communication, make informed decisions and coordinate future actions.
We are involved with rigor and benevolence in the implementation actions. We ensure strategic alignment with your vision and a coordinated integration of the various trusted people serving your family, in all aspects: accountants, lawyers, financial insurers, to name a few.
As a defender of values and interests, we provide governance for wealth management solutions on a lump-sum basis. This includes establishing the risk profile and investment policy, coordinating external managers, benchmarking the strategies employed, setting up the investment committee and conducting follow-up meetings.
We've built a model that emphasizes collaboration with your current advisors, human relations, and overall planning to move you forward. Our method is Agile, which allows us to work together to get a global vision to offer better solutions. All our plans are based on the specific situation of our clients.
Our model allows us to bring out the best in each person to achieve remarkable results. Nothing is more powerful than interpersonal skills, and we have not only understood this, but also implemented it in all areas of our business. We are also strongly guided by our family values and this thirst for collaboration, which means that we understand your reality. As a result, we can offer you the best possible solution adapted to your situation.
Our approach is differentiated by a 360-degree vision that allows us to assess the evolution of your wealth and present options for the use of your financial resources.
