Services for the Public

Personal financial planning is a process of optimizing your financial situation and your assets. Financial planning integrates knowledge from the areas of estates, finance, insurance and risk management, investment, legal aspects, retirement and taxation.

The role of a financial planner is to guide you through the financial planning exercise by helping you choose a strategic action plan that is wholly adapted to your needs and that takes your constraints and personal goals into account. Your planner will devise realistic strategies and suggest coherent measures to enable you to attain the goals you have set for yourself. With your input, your planner will set out valuable guidelines that allow you to keep track of your financial progress and make the right decisions at the right time.

Robust management of your personal finances is the key to gaining financial autonomy, achieving your goals and making your dreams a reality.


Finding a Financial Planner


  • Consult our web directory
  • Ask people you know – friends, relatives, colleagues
  • Ask at your financial institution


Questions to ask your financial planner


  • What is your educational background?
  • Do you have a special field of expertise?
  • How do you get paid?
  • What services will you provide for me?
  • How often will you review my file?
  • Can I see a sample of the kind of action plan you might draw up for me?
  • What is my role in carrying out my action plan?
  • Will I have to sign a professional service contract?