FINANCIAL PLANNING
The entrepreneur puts all his time and reinvests all the profits in the company and even if it has a significant turnover when the time comes for the entrepreneur to acquire a service or ‘a good, he can’t provide an answer like “I don’t have what to pay you, but trust me I am a shareholder of a company that is worth more than five million.”
For most of them, future financial security depends on the continuation of the business moreover the continuation of the business largely depends on the presence of the entrepreneur, the two are closely related and interdependent.
Unfortunately, all the stakeholders, accountants, tax specialists, lawyers, notaries, investment advisers, insurance advisers, will all come up with a theory specific to their fields of expertise and not a global vision of the entrepreneur, of his values, his goals and the foreseeable obstacles that could prevent him from achieving his desires.
The other thing that differentiates us is that being fee or commissioned, the various stakeholders will make sure you find a need if not even create one. Since all decisions are based on values, planning should not be bland but based on the client’s values and wishes.
If those few words do not reach you, no need to try to use our services since this is the mission of our company.
– Alain Latulippe –

LATULIPPE AND ASSOCIATES

Alain Latulippe
Président, Pl.fin B.a.a. C.s.f.

Danielle Maynard
Vice-présidente

Louise Babin
Adjointe exécutive

Francis Paquin
B.A.A, Pl.Fin.

Cynthia Cox
Directrice générale, C.s.f.

David Trudeau
Elliott Pl.fin.

Michelle Lamarche
Directrice administrative finances

Nathalie St-Pierre
Adjointe sénior investissements
![LATULIPPE_LOGO_Latulippe_Patrimoine[5] Latulippe gestion de patrimoine](https://latulippeconsultants.com/wp-content/uploads/2020/09/LATULIPPE_LOGO_Latulippe_Patrimoine5.png)