Please find enclosed our updated Fiscal and Planning Guide for 2024-2025, to which we have added a few new topics.

This guide was published for the first time during the 2022-2023 tax season. Each year, we add subjects that are susceptible of interesting our clients, considering the most frequently asked questions. For example, this year we added a section regarding the return on investments and elaborated the Family section (new parental union regime, surrogate mothers).

The Guide contains general information and does not claim to be complete. Readers should consult their financial advisor to determine the appropriate strategies for their personal situation.

To make it easier for you to read, and to help you target topics that may be of interest to you and your family members, the guide is presented by theme, with important concepts highlighted.

Enjoy your reading!

Table of Content