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Insurance products and annuities | Duval Group
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Skip to main content. Insurance products and annuities. Banking and financing solutions. Insurance products and annuities. Insurance products and annuities. Insurance products and annuities. Wherever life takes you, take some insurance with you. Protect what’s important to you. A comprehensive view of your needs. From solutions that will help ensure you have sufficient capital later in life, while also fostering the continuity and stability of your business, to personal wealth creation strategies, we can...
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Incorporation of professionals | Duval Group
http://www.en.cathyduval.com/incorporation-professionals
Skip to main content. Insurance products and annuities. Banking and financing solutions. Over the years, we’ve had many customers from the liberal professions (doctors, lawyers, engineers, etc.). So naturally, we now boast a turnkey approach to incorporation. Many professionals wonder about the advantages of practicing within a joint-stock company. The main advantages are the lower tax burden, along with, among other things, the ability to split your income with other members of the family. Get to know us.
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Secured Access | Duval Group
http://www.en.cathyduval.com/secured-access
Skip to main content. Access to National Bank of Canada. Access to National Bank Financial. Check our other publications. Please feel free to get in touch with us. We would welcome the opportunity to be your main advisor. Get to know us. Email: cathy.duval@bnc.ca. 1 Place Ville Marie, suite 1700, Montreal, Quebec H3B 2C1. Leave this field blank:.
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Investment philosophy | Duval Group
http://www.en.cathyduval.com/investment-philosophy
Skip to main content. Discretionary investment management services. DRAFTING A SOLID PLAN. You have considerable wealth and wish to protect and preserve what you’ve worked hard to accumulate. You also want your portfolio to grow. By striking the right balance between all the factors involved, we can help you find an acceptable compromise that satisfies both objectives. FOSTERING GROWTH WHILE MINIMIZING RISK. We are not the only ones involved in the management of your portfolio. We are backed by a man...
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Philanthropy | Duval Group
http://www.en.cathyduval.com/philanthropy
Skip to main content. Insurance products and annuities. Banking and financing solutions. You feel the need to help and want to have the means to do it? You have several options, and our experience in this area will not only help you reach your goals, but also help you find original ways of spreading your kindness and generosity. Integrating your giving with your overall planning. The benefits of giving are as varied as the methods of giving. Here are some options we could work on together:. A gift in kind.
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Blog | Duval Group
http://www.en.cathyduval.com/resources
Skip to main content. MAKING KEEPING YOU INFORMED A PRIORITY. Interested in the economy, personal finances or financial markets? You’ve come to the right place! For the latest national and international news, or most up to date economic and financial outlooks, all you have to do is select the type of analysis that interests you. Sign up for one of our publications or check out our blog to stay informed. Check our other publications. Please feel free to get in touch with us. Get to know us.
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Financial planning | Duval Group
http://www.en.cathyduval.com/financial-planning
Skip to main content. Insurance products and annuities. Banking and financing solutions. A 360-degree view of your personal and business wealth. Your personal finances, and those of your business, your investments and retirement plans, your insurances, your estate, your taxes – and the attendant legal considerations stemming from all of the above – they all add up. We can help you wade through it all so you can make informed clear-headed decisions. The seven components of financial planning. Financial pl...
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Wealth management | Duval Group
http://www.en.cathyduval.com/wealth-management
Skip to main content. Insurance products and annuities. Banking and financing solutions. Wealth management isn’t just about managing portfolios. We administer a host of wealth management solutions for our customers. We implement our vision through a proven process that takes every stage and aspect of your life into account. Check our other publications. The art of consolidating the management of your assets, your personal ambitions, your current situation and your financial goals. The wealth you have bui...
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Sitemap | Duval Group
http://www.en.cathyduval.com/sitemap
Skip to main content. Check our other publications. Please feel free to get in touch with us. We would welcome the opportunity to be your main advisor. Get to know us. Email: cathy.duval@bnc.ca. 1 Place Ville Marie, suite 1700, Montreal, Quebec H3B 2C1. Leave this field blank:.
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Testimonials | Duval Group
http://www.en.cathyduval.com/node/174869
Skip to main content. In order to manage your wealth optimally, we take the time to discuss your situation, understand the issues your deal with daily, grasp your financial aspirations and goals, be aware of your family situation as well as your wishes and intentions for the future. We do this by employing a comprehensive and proven analysis strategy that covers all of your needs. You are at the core of every step we take. Getting to know each other. Giving you a snapshot of your situation. We’ll t...