{"id":1831,"date":"2022-12-13T10:18:58","date_gmt":"2022-12-13T15:18:58","guid":{"rendered":"https:\/\/apnotaire.com\/atfinance\/?page_id=1831"},"modified":"2023-01-05T10:44:52","modified_gmt":"2023-01-05T15:44:52","slug":"gestion-de-patrimoine","status":"publish","type":"page","link":"https:\/\/www.atfinance.ca\/fr\/services-strategie-financiere\/gestion-de-patrimoine\/","title":{"rendered":"Gestion de patrimoine"},"content":{"rendered":"

Un accompagnement complet<\/h2><\/div><\/div><\/div>
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Protection du patrimoine<\/h3><\/div>
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Ayez acc\u00e8s \u00e0 une large gamme de produits d\u2019assurance individuelle ou d\u2019entreprise adapt\u00e9s \u00e0 vos besoins et \u00e0 votre budget.<\/p>\n<\/div><\/div><\/div>

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Transfert de patrimoine<\/h3><\/div>
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Planifiez un transfert harmonieux et optimal pour vos proches et les g\u00e9n\u00e9rations suivantes, afin d\u2019assurer leur avenir en toute tranquillit\u00e9.<\/p>\n<\/div><\/div><\/div>

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Gestion des placements<\/h3><\/div>
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Soyez accompagn\u00e9 dans la gestion de votre patrimoine li\u00e9 \u00e0 l\u2019\u00e9pargne, comme vos placements en vue de la retraite ou destin\u00e9s \u00e0 d\u2019autres projets.<\/p>\n<\/div><\/div><\/div>

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Investissements<\/h3><\/div>
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Faites fructifier vos avoirs gr\u00e2ce \u00e0 des investissements dans des fonds communs de placement, des fonds distincts, l\u2019immobilier ou des entreprises.<\/p>\n<\/div><\/div><\/div>

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Optimisation fiscale<\/h3><\/div>
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Obtenez des conseils et des strat\u00e9gies pour tirer parti des principaux v\u00e9hicules fiscaux, comme le REEE, le REER et le CELI.<\/p>\n<\/div><\/div><\/div>

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Planification de la tr\u00e9sorerie<\/h3><\/div>
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D\u00e9terminez la mani\u00e8re la plus avis\u00e9e de g\u00e9rer vos liquidit\u00e9s \u00e0 court, \u00e0 moyen et \u00e0 long terme.<\/div><\/div><\/div>
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