{"id":13,"date":"2015-10-31T15:07:02","date_gmt":"2015-10-31T19:07:02","guid":{"rendered":"http:\/\/lajoiedesfinances.com\/WP2015\/?page_id=13"},"modified":"2025-11-22T14:23:46","modified_gmt":"2025-11-22T18:23:46","slug":"services","status":"publish","type":"page","link":"http:\/\/lajoiedesfinances.com\/WP2015\/services\/","title":{"rendered":"Services"},"content":{"rendered":"<h2>Conception globale de la gestion de vos finances :<\/h2>\n<ul>\n<li>Objectifs personnels et financiers<\/li>\n<li>Priorit\u00e9s<\/li>\n<li>Plan d&rsquo;action<\/li>\n<li>Suivis personnalis\u00e9s<br><strong>Sujets trait\u00e9s<\/strong> : Finances, dettes, fiscalit\u00e9, aspects l\u00e9gaux,&nbsp;retraite, succession, \u00e9tudes, placements, assurances, etc&#8230;<\/li>\n<\/ul>\n<h2>Ind\u00e9pendance garantie :<\/h2>\n<ul>\n<li>Aucune obligation de vendre un produit en particulier<\/li>\n<li>Aucune obligation de vendre une compagnie en particulier<\/li>\n<\/ul>\n<h2>Concepts particuliers et fiscaux :<\/h2>\n<ul>\n<li>Revenus moins imposables<\/li>\n<li>Rente dos-\u00e0-dos<\/li>\n<li>Contrat universel avec abri fiscal<\/li>\n<li>Levier financier<\/li>\n<li>Rel\u00e8ve d&rsquo;entreprise<\/li>\n<li>Cession d&rsquo;assurances<\/li>\n<li>Rentes prescrites<\/li>\n<\/ul>\n<h2>&nbsp;Programme personnalis\u00e9 :<\/h2>\n<ul>\n<li>Planification commerciale<\/li>\n<li>Avantages fiscaux<\/li>\n<li>Planification successorale<\/li>\n<li>Planification de retraite<\/li>\n<\/ul>\n<h2>Suivis r\u00e9guliers :<\/h2>\n<ul>\n<li>Rencontres individuelles et\/ou de groupe<\/li>\n<li>Selon l&rsquo;\u00e9volution de vos besoins<\/li>\n<li>Efficacit\u00e9 fiscale (R\u00e9alisation des gains\/pertes de capital, s\u00e9rie T, fonds incorpor\u00e9s, etc&#8230;)<\/li>\n<li>R\u00e9\u00e9quilibrage de portefeuille (10%, unit\u00e9s matures, etc&#8230;)<\/li>\n<li>Politique de placements<\/li>\n<\/ul>\n<h2>&nbsp;<\/h2>\n<p><em>Les fonds communs de placement sont offerts par l\u2019interm\u00e9diaire d\u2019Investia Services financiers inc. Les renseignements pr\u00e9sent\u00e9s ont \u00e9t\u00e9 obtenus de sources que nous estimons fiables mais ils ne sont pas garantis par nous et peuvent \u00eatre incomplets. Les opinions expos\u00e9es n\u2019ont pas \u00e9t\u00e9 approuv\u00e9es et ne sont pas endoss\u00e9es par Investia Services Financiers Inc. Le pr\u00e9sent site internet ne doit pas \u00eatre utilis\u00e9 \u00e0 des fins de sollicitation dans un territoire o\u00f9 ce repr\u00e9sentant d\u2019Investia n\u2019est pas inscrit<\/em>.<\/p>\n\n\n<p><a href=\"https:\/\/ia.ca\/politique-protection-renseignements-personnels\">La politique de confidentialit\u00e9 d\u2019Investia<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/lajoiedesfinances.com\/WP2015\/limitations-de-responsabilite\/\">Limitations de responsabilit\u00e9<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/lajoiedesfinances.com\/WP2015\/wp-content\/uploads\/2025\/11\/image001_01DBBEB70BB203F0-003-3.png\"><img decoding=\"async\" loading=\"lazy\" width=\"125\" height=\"87\" src=\"https:\/\/lajoiedesfinances.com\/WP2015\/wp-content\/uploads\/2025\/11\/image001_01DBBEB70BB203F0-003-3.png\" alt=\"\" class=\"wp-image-98\"\/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Conception globale de la gestion de vos finances : Objectifs personnels et financiers Priorit\u00e9s Plan d&rsquo;action Suivis personnalis\u00e9sSujets trait\u00e9s : Finances, dettes, fiscalit\u00e9, aspects l\u00e9gaux,&nbsp;retraite, succession, \u00e9tudes, placements, assurances, etc&#8230; Ind\u00e9pendance garantie : Aucune obligation de vendre un produit en particulier Aucune obligation de vendre une compagnie en particulier Concepts particuliers et fiscaux : Revenus&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v14.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"robots\" content=\"index, follow\" \/>\n<meta name=\"googlebot\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta name=\"bingbot\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/lajoiedesfinances.com\/WP2015\/services\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Services - Lajoie des Finances Inc.\" \/>\n<meta property=\"og:description\" content=\"Conception globale de la gestion de vos finances : Objectifs personnels et financiers Priorit\u00e9s Plan d&rsquo;action Suivis personnalis\u00e9sSujets trait\u00e9s : Finances, dettes, fiscalit\u00e9, aspects l\u00e9gaux,&nbsp;retraite, succession, \u00e9tudes, placements, assurances, etc&#8230; 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