Services

Our "Total Solution" Approach

Our clients come from various economic and social sectors. Therefore, we favour an approach that provides them with a personalized solution tailored to their ever-changing requirements. At Behna, Cormier, Gougeon, Ouellette, we believe that no "single solution" fits all sectors and clients.

Our "Total solution" approach is based on cooperation, meaning we work with the client.

Step 1: Together with the client, we establish the asset base

At this preliminary step, we overview the client situation to identify the person's main assets.

We draw the personal balanced sheet:

• equity holdings in the private sector
• pension plans (RRSPs)
• private residence
• investment property

Step 2: Together with the client, we consolidate the asset base

If applicable, this step involves consolidating different asset components and formalizing verbal agreements.

• We reorganized the company
• We establish a shareholders agreement

Step 3: Together with the client, we develop the asset base

During this step, we take concrete and personalized measures to build on the asset base. This step may involve:

• Funding and grant
• Profit-sharing plans
• Personal financial planning
• Corporate mergers, acquisitions and sales
• Management consulting
• Estate planning
• Personal tax planning

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