{"id":7637,"date":"2021-06-18T12:32:54","date_gmt":"2021-06-18T12:32:54","guid":{"rendered":"https:\/\/thestgeorgesgroup.ca\/?page_id=7637"},"modified":"2026-06-22T15:45:34","modified_gmt":"2026-06-22T19:45:34","slug":"planification-investissements","status":"publish","type":"page","link":"https:\/\/thestgeorgesgroup.ca\/fr\/gestion-de-patrimoine\/planification-investissements\/","title":{"rendered":"Planification des investissements"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-margin-top:30px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><h1>Planification des investissements<\/h1>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-2\"><p>La planification des investissements fait partie int\u00e9grante de la croissance de votre patrimoine, de la s\u00e9curisation de vos actifs, de l\u2019atteinte de vos objectifs et de la r\u00e9duction de votre charge fiscale. Bien que la planification des investissements ne soit qu\u2019un \u00e9l\u00e9ment de la planification du patrimoine, il est essentiel de comprendre son importance pour votre sant\u00e9 financi\u00e8re g\u00e9n\u00e9rale.<\/p>\n<p>L\u00e0 o\u00f9 vous investissez aujourd\u2019hui peut avoir un impact significatif sur votre avenir, choisir la combinaison id\u00e9ale d&#8217;investissements qui profiteront \u00e0 vous et \u00e0 votre famille est donc important. Que vous souhaitiez acheter une propri\u00e9t\u00e9, maximiser vos \u00e9conomies d&#8217;imp\u00f4ts, \u00e9pargner pour votre retraite ou aider vos enfants \u00e0 payer leurs \u00e9tudes, il existe une strat\u00e9gie d&#8217;investissement id\u00e9ale pour vous.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-margin-top:40px;--awb-margin-bottom:40px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_2_5 2_5 fusion-flex-column\" style=\"--awb-padding-right:20px;--awb-padding-left:20px;--awb-bg-size:cover;--awb-border-color:#1f2d5e;--awb-border-right:2px;--awb-border-style:solid;--awb-width-large:40%;--awb-margin-top-large:0px;--awb-spacing-right-large:4.8%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:4.8%;--awb-width-medium:40%;--awb-order-medium:0;--awb-spacing-right-medium:4.8%;--awb-spacing-left-medium:4.8%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-3\"><h3>La diff\u00e9rence entre la<br \/>\nplanification du patrimoine<br \/>\net la planification<br \/>\ndes investissements<\/h3>\n<\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-3 fusion_builder_column_3_5 3_5 fusion-flex-column fusion-flex-align-self-center\" style=\"--awb-bg-size:cover;--awb-width-large:60%;--awb-margin-top-large:0px;--awb-spacing-right-large:3.2%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:3.2%;--awb-width-medium:60%;--awb-order-medium:0;--awb-spacing-right-medium:3.2%;--awb-spacing-left-medium:3.2%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-4\" style=\"--awb-content-alignment:left;\"><p>La planification patrimoniale tient compte de tous les facteurs li\u00e9s \u00e0 votre situation financi\u00e8re et comprend la fiscalit\u00e9, la planification de la retraite, l\u2019assurance, la gestion de la dette, la planification successorale, la planification des investissements, et plus encore.<\/p>\n<p>La planification des investissements se concentre sur les d\u00e9tails plus granulaires de votre portefeuille pour vous assurer que vous assignez vos actifs de mani\u00e8re \u00e0 maximiser les avantages pour vous, votre famille et votre entreprise.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-4 fusion-flex-container fusion-parallax-none nonhundred-percent-fullwidth non-hundred-percent-height-scrolling fusion-no-small-visibility fusion-no-medium-visibility\" style=\"--awb-background-position:left top;--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:10px;--awb-padding-bottom:10px;--awb-background-image:url(&quot;https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2021\/12\/Clients-Panel-DOCTORS_Inverted-1.jpg&quot;);--awb-background-size:cover;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-4 fusion_builder_column_2_5 2_5 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:40%;--awb-margin-top-large:0px;--awb-spacing-right-large:4.8%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:4.8%;--awb-width-medium:40%;--awb-order-medium:0;--awb-spacing-right-medium:4.8%;--awb-spacing-left-medium:4.8%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-5 fusion_builder_column_3_5 3_5 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:60%;--awb-margin-top-large:0px;--awb-spacing-right-large:3.2%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:3.2%;--awb-width-medium:60%;--awb-order-medium:0;--awb-spacing-right-medium:3.2%;--awb-spacing-left-medium:3.2%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-5\"><h2>Attribution de vos investissements<\/h2>\n<p>L\u00e0 o\u00f9 vous investissez vos actifs est une question de pr\u00e9f\u00e9rence personnelle bas\u00e9e sur vos objectifs, votre tol\u00e9rance au risque et vos investissements existants. Plusieurs possibilit\u00e9s s&#8217;offrent \u00e0 vous lorsque vous investissez pour votre avenir, c\u2019est pourquoi les <a href=\"https:\/\/thestgeorgesgroup.ca\/fr\/conseiller-gestion-de-patrimoine\/\">conseillers en gestion de patrimoine<\/a> du Groupe St-Georges sont l\u00e0 pour vous aider \u00e0 choisir les meilleures solutions de placement pour vous.<\/p>\n<p>Notre \u00e9quipe d\u2019experts en placement prendra le temps d\u2019\u00e9valuer votre situation financi\u00e8re dans son int\u00e9gralit\u00e9 et d\u2019apprendre ce qui est le plus important pour vous aujourd\u2019hui et demain. Nous vous recommanderons ensuite des solutions de placement qui vous aideront \u00e0 faire fructifier votre patrimoine, \u00e0 r\u00e9duire votre charge fiscale, \u00e0 att\u00e9nuer les risques, \u00e0 r\u00e9aliser vos objectifs et \u00e0 obtenir la tranquillit\u00e9 d\u2019esprit.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-5 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling fusion-no-large-visibility\" style=\"--awb-background-position:left top;--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:20px;--awb-padding-bottom:60px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-6 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element\" style=\"--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><img decoding=\"async\" width=\"1024\" height=\"718\" alt=\"Investment Planning_Mobile\" title=\"Investment Planning_Mobile\" src=\"https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2022\/01\/Investment-Planning_Mobile.jpg\" class=\"img-responsive wp-image-8584\" srcset=\"https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2022\/01\/Investment-Planning_Mobile-200x140.jpg 200w, https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2022\/01\/Investment-Planning_Mobile-400x280.jpg 400w, https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2022\/01\/Investment-Planning_Mobile-600x421.jpg 600w, https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2022\/01\/Investment-Planning_Mobile-800x561.jpg 800w, https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2022\/01\/Investment-Planning_Mobile.jpg 1024w\" sizes=\"(max-width: 640px) 100vw, 1024px\" \/><\/span><\/div><div class=\"fusion-text fusion-text-6\" style=\"--awb-margin-top:20px;\"><h2>Attribution de vos investissements<\/h2>\n<p>L\u00e0 o\u00f9 vous investissez vos actifs est une question de pr\u00e9f\u00e9rence personnelle bas\u00e9e sur vos objectifs, votre tol\u00e9rance au risque et vos investissements existants. Plusieurs possibilit\u00e9s s&#8217;offrent \u00e0 vous lorsque vous investissez pour votre avenir, c\u2019est pourquoi les <a href=\"https:\/\/thestgeorgesgroup.ca\/fr\/conseiller-gestion-de-patrimoine\/\">conseillers en gestion de patrimoine<\/a> du Groupe St-Georges sont l\u00e0 pour vous aider \u00e0 choisir les meilleures solutions de placement pour vous.<\/p>\n<p>Notre \u00e9quipe d\u2019experts en placement prendra le temps d\u2019\u00e9valuer votre situation financi\u00e8re dans son int\u00e9gralit\u00e9 et d\u2019apprendre ce qui est le plus important pour vous aujourd\u2019hui et demain. Nous vous recommanderons ensuite des solutions de placement qui vous aideront \u00e0 faire fructifier votre patrimoine, \u00e0 r\u00e9duire votre charge fiscale, \u00e0 att\u00e9nuer les risques, \u00e0 r\u00e9aliser vos objectifs et \u00e0 obtenir la tranquillit\u00e9 d\u2019esprit.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-6 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:60px;--awb-padding-bottom:120px;--awb-background-color:#eaebed;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-center fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-7 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:-30px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-7 fusion-text-no-margin\" style=\"--awb-margin-bottom:30px;\"><h3 style=\"text-align: center;\">Notre expertise en planification des investissements<\/h3>\n<\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-8 fusion_builder_column_1_3 1_3 fusion-flex-column fusion-flex-align-self-flex-start\" style=\"--awb-bg-size:cover;--awb-width-large:33.333333333333%;--awb-margin-top-large:0px;--awb-spacing-right-large:5.76%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:5.76%;--awb-width-medium:33.333333333333%;--awb-order-medium:0;--awb-spacing-right-medium:5.76%;--awb-spacing-left-medium:5.76%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><ul style=\"--awb-iconcolor:#80a6a9;--awb-line-height:27.2px;--awb-icon-width:27.2px;--awb-icon-height:27.2px;--awb-icon-margin:11.2px;--awb-content-margin:38.4px;--awb-circlecolor:#ffffff;--awb-circle-yes-font-size:14.08px;\" class=\"fusion-checklist fusion-checklist-1 fusion-checklist-default type-icons\"><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">Allocation d\u2019actif<\/div><\/li><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">\n<p>\u00c9nonc\u00e9 de politique de placement<\/p>\n<\/div><\/li><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">\n<p>Surveillance du gestionnaire<\/p>\n<\/div><\/li><\/ul><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-9 fusion_builder_column_1_3 1_3 fusion-flex-column fusion-flex-align-self-flex-start\" style=\"--awb-bg-size:cover;--awb-width-large:33.333333333333%;--awb-margin-top-large:0px;--awb-spacing-right-large:5.76%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:5.76%;--awb-width-medium:33.333333333333%;--awb-order-medium:0;--awb-spacing-right-medium:5.76%;--awb-spacing-left-medium:5.76%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><ul style=\"--awb-iconcolor:#80a6a9;--awb-line-height:27.2px;--awb-icon-width:27.2px;--awb-icon-height:27.2px;--awb-icon-margin:11.2px;--awb-content-margin:38.4px;--awb-circlecolor:#ffffff;--awb-circle-yes-font-size:14.08px;\" class=\"fusion-checklist fusion-checklist-2 fusion-checklist-default type-icons\"><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">R\u00e9\u00e9quilibrage p\u00e9riodique<\/div><\/li><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">\n<p>Investissements alternatifs<\/p>\n<\/div><\/li><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">\n<p>Strat\u00e9gies de retrait d\u2019esp\u00e8ces<\/p>\n<\/div><\/li><\/ul><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-10 fusion_builder_column_1_3 1_3 fusion-flex-column fusion-flex-align-self-flex-start\" style=\"--awb-bg-size:cover;--awb-width-large:33.333333333333%;--awb-margin-top-large:0px;--awb-spacing-right-large:5.76%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:5.76%;--awb-width-medium:33.333333333333%;--awb-order-medium:0;--awb-spacing-right-medium:5.76%;--awb-spacing-left-medium:5.76%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><ul style=\"--awb-iconcolor:#80a6a9;--awb-line-height:27.2px;--awb-icon-width:27.2px;--awb-icon-height:27.2px;--awb-icon-margin:11.2px;--awb-content-margin:38.4px;--awb-circlecolor:#ffffff;--awb-circle-yes-font-size:14.08px;\" class=\"fusion-checklist fusion-checklist-3 fusion-checklist-default type-icons\"><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">\n<p>Couverture de change<\/p>\n<\/div><\/li><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">\n<p>Examen du gestionnaire de fonds<\/p>\n<\/div><\/li><li class=\"fusion-li-item\" style=\"\"><span class=\"icon-wrapper circle-yes\"><i class=\"fusion-li-icon fa-check fas\" aria-hidden=\"true\"><\/i><\/span><div class=\"fusion-li-item-content\">\n<p>Optimisation fiscale<\/p>\n<\/div><\/li><\/ul><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-7 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-margin-top:40px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-11 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-8\" style=\"--awb-text-transform:none;\"><h2>Une approche int\u00e9gr\u00e9e et simplifi\u00e9e de la gestion de patrimoine<\/h2>\n<p>Quels que soient vos objectifs et votre tol\u00e9rance au risque, le Groupe St-Georges offre des <a href=\"https:\/\/thestgeorgesgroup.ca\/fr\/gestion-de-patrimoine\/\">conseils en gestion de patrimoine<\/a> dans le cadre d&#8217;une approche int\u00e9gr\u00e9e et personnalis\u00e9e. Notre but est de vous simplifier la vie en r\u00e9pondant \u00e0 tous vos besoins en mati\u00e8re de planification de patrimoine en un seul et m\u00eame endroit. Avec tous les d\u00e9tails sur votre situation financi\u00e8re en main, nous vous proposerons les bonnes strat\u00e9gies d&#8217;investissements pour essayer d&#8217;atteindre la croissance de portefeuille \u00e0 laquelle vous vous attendez.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-8 fusion-flex-container has-pattern-background has-mask-background nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:40px;--awb-padding-bottom:60px;--awb-background-color:#80a6a9;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-12 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-9\"><p>&nbsp;<\/p>\n<h2><span style=\"color: #ffffff;\">Questions fr\u00e9quemment pos\u00e9es<\/span><\/h2>\n<\/div><div class=\"accordian fusion-accordian\" style=\"--awb-border-size:1px;--awb-icon-size:16px;--awb-content-font-size:20px;--awb-icon-alignment:left;--awb-hover-color:#f9f9fb;--awb-border-color:#e2e2e2;--awb-background-color:#ffffff;--awb-divider-color:#e2e2e2;--awb-divider-hover-color:#e2e2e2;--awb-icon-color:#1b2752;--awb-title-color:#ffffff;--awb-content-color:#ffffff;--awb-icon-box-color:#ffffff;--awb-toggle-hover-accent-color:#ffffff;--awb-toggle-active-accent-color:#ffffff;--awb-title-font-family:&quot;Overpass&quot;;--awb-title-font-weight:600;--awb-title-font-style:normal;--awb-title-font-size:18px;--awb-content-font-family:&quot;Overpass&quot;;--awb-content-font-style:normal;--awb-content-font-weight:300;\"><div class=\"panel-group fusion-toggle-icon-boxed\" id=\"accordion-7637-1\"><div class=\"fusion-panel panel-default panel-37510cd63b0f50329 fusion-toggle-has-divider\" style=\"--awb-title-font-family:&quot;Overpass&quot;;--awb-title-font-weight:400;--awb-title-font-style:normal;--awb-title-font-size:20px;--awb-title-color:#ffffff;--awb-content-color:#686868;\"><div class=\"panel-heading\"><h3 class=\"panel-title toggle\" id=\"toggle_37510cd63b0f50329\"><a aria-expanded=\"false\" aria-controls=\"37510cd63b0f50329\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-7637-1\" data-target=\"#37510cd63b0f50329\" href=\"#37510cd63b0f50329\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box active-icon awb-icon-minus\" aria-hidden=\"true\"><\/i><i class=\"fa-fusion-box inactive-icon awb-icon-plus\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Comment la planification des investissements peut-elle soutenir les propri\u00e9taires d'entreprise ?<\/span><\/a><\/h3><\/div><div id=\"37510cd63b0f50329\" class=\"panel-collapse collapse \" aria-labelledby=\"toggle_37510cd63b0f50329\"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p>Les propri\u00e9taires d&#8217;entreprise ont souvent une part importante de leur patrimoine concentr\u00e9e dans leur entreprise. La planification des investissements peut aider \u00e0 diversifier les actifs, \u00e0 g\u00e9rer les risques, \u00e0 pr\u00e9parer la planification de la rel\u00e8ve et \u00e0 cr\u00e9er d&#8217;autres sources de richesse \u00e0 long terme \u00e0 l&#8217;ext\u00e9rieur de l&#8217;entreprise.<\/p>\n<\/div><\/div><\/div><div class=\"fusion-panel panel-default panel-56c19f294bc535291 fusion-toggle-has-divider\" style=\"--awb-title-font-family:&quot;Overpass&quot;;--awb-title-font-weight:400;--awb-title-font-style:normal;--awb-title-font-size:20px;--awb-title-color:#ffffff;--awb-content-color:#686868;\"><div class=\"panel-heading\"><h3 class=\"panel-title toggle\" id=\"toggle_56c19f294bc535291\"><a aria-expanded=\"false\" aria-controls=\"56c19f294bc535291\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-7637-1\" data-target=\"#56c19f294bc535291\" href=\"#56c19f294bc535291\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box active-icon awb-icon-minus\" aria-hidden=\"true\"><\/i><i class=\"fa-fusion-box inactive-icon awb-icon-plus\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">Quand devrait-on faire appel \u00e0 un conseiller en placement ?<\/span><\/a><\/h3><\/div><div id=\"56c19f294bc535291\" class=\"panel-collapse collapse \" aria-labelledby=\"toggle_56c19f294bc535291\"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p>De nombreuses personnes b\u00e9n\u00e9ficient de la collaboration avec un conseiller en placement lorsqu&#8217;elles commencent \u00e0 accumuler des actifs importants, vivent des changements de vie majeurs, approchent de la retraite, h\u00e9ritent d&#8217;un patrimoine, vendent une entreprise ou souhaitent obtenir des conseils professionnels pour g\u00e9rer des d\u00e9cisions d&#8217;investissement complexes et des objectifs financiers \u00e0 long terme.<\/p>\n<\/div><\/div><\/div><div class=\"fusion-panel panel-default panel-244b1398a2691f7d0 fusion-toggle-has-divider\" style=\"--awb-title-font-family:&quot;Overpass&quot;;--awb-title-font-weight:400;--awb-title-font-style:normal;--awb-title-font-size:20px;--awb-title-color:#ffffff;--awb-content-color:#686868;\"><div class=\"panel-heading\"><h3 class=\"panel-title toggle\" id=\"toggle_244b1398a2691f7d0\"><a aria-expanded=\"false\" aria-controls=\"244b1398a2691f7d0\" role=\"button\" data-toggle=\"collapse\" data-parent=\"#accordion-7637-1\" data-target=\"#244b1398a2691f7d0\" href=\"#244b1398a2691f7d0\"><span class=\"fusion-toggle-icon-wrapper\" aria-hidden=\"true\"><i class=\"fa-fusion-box active-icon awb-icon-minus\" aria-hidden=\"true\"><\/i><i class=\"fa-fusion-box inactive-icon awb-icon-plus\" aria-hidden=\"true\"><\/i><\/span><span class=\"fusion-toggle-heading\">\u00c0 quelle fr\u00e9quence un portefeuille d'investissement doit-il \u00eatre r\u00e9vis\u00e9 ?<\/span><\/a><\/h3><\/div><div id=\"244b1398a2691f7d0\" class=\"panel-collapse collapse \" aria-labelledby=\"toggle_244b1398a2691f7d0\"><div class=\"panel-body toggle-content fusion-clearfix\">\n<p>Les portefeuilles d&#8217;investissement devraient g\u00e9n\u00e9ralement \u00eatre r\u00e9vis\u00e9s au moins une fois par an ou chaque fois que des \u00e9v\u00e9nements importants de la vie surviennent, comme la retraite, un h\u00e9ritage, des changements au sein de l&#8217;entreprise ou des fluctuations majeures du march\u00e9. Des r\u00e9visions r\u00e9guli\u00e8res permettent de s&#8217;assurer que votre portefeuille reste align\u00e9 sur vos objectifs et votre profil de risque.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-9 fusion-flex-container has-pattern-background has-mask-background fusion-parallax-none nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-padding-top:30px;--awb-padding-bottom:25px;--awb-margin-bottom:-50px;--awb-background-image:url(&quot;https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2021\/10\/grey-bg.jpg&quot;);--awb-background-size:cover;--awb-flex-wrap:wrap;\" id=\"bottom-cta\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-center fusion-flex-justify-content-center fusion-flex-content-wrap\" style=\"max-width:1352px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-13 fusion_builder_column_1_1 1_1 fusion-flex-column fusion-flex-align-self-center\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-center fusion-content-layout-column\"><div class=\"fusion-text fusion-text-10 fusion-no-small-visibility\" style=\"--awb-content-alignment:center;--awb-text-color:#000000;\"><div id=\"contactus_sec\">\n<div class=\"cta_button\">Prenez contact avec notre \u00e9quipe et voyons si nous sommes compatibles.<a class=\"button_contact\" style=\"color: #fff;\" href=\"https:\/\/thestgeorgesgroup.ca\/fr\/nous-joindre\/\">Nous joindre<\/a><\/div>\n<\/div>\n<\/div><div class=\"fusion-text fusion-text-11 fusion-no-medium-visibility fusion-no-large-visibility mobile_fr_cta\"><div id=\"contactus_sec1\">\n<div class=\"cta_button1\" style=\"background-color: #fff; text-align: left; padding: 12px 5px 4px 15px; width: 100%; font-size: 20px; letter-spacing: -1px; line-height: 26px; color: #000000; font-weight: 600; background-repeat: no-repeat; \/* height: 60px; *\/ background-position: 100%;\">Prenez contact avec notre \u00e9quipe et voyons si nous sommes compatibles.<a class=\"button_contact\" style=\"color: #fff;\" href=\"https:\/\/thestgeorgesgroup.ca\/fr\/nous-joindre\/\">Nos Joindre<\/a><\/div>\n<div style=\"font-size: 20px; letter-spacing: -1px; font-weight: 600; background-image: url('https:\/\/thestgeorgesgroup.ca\/wp-content\/uploads\/2021\/10\/Blue-Button@1X-2.png'); background-repeat: no-repeat; height: 60px; width: 100%; background-position: 100%; margin: 16px -13px 10px -22px; padding: 18px 18px 10px 51px; color: #fff; text-align: center;\"><a href=\"https:\/\/thestgeorgesgroup.ca\/fr\/nous-joindre\/\">Nous joindre<\/a><\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":4,"featured_media":0,"parent":7642,"menu_order":25,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-7637","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/pages\/7637","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/comments?post=7637"}],"version-history":[{"count":3,"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/pages\/7637\/revisions"}],"predecessor-version":[{"id":14037,"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/pages\/7637\/revisions\/14037"}],"up":[{"embeddable":true,"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/pages\/7642"}],"wp:attachment":[{"href":"https:\/\/thestgeorgesgroup.ca\/fr\/wp-json\/wp\/v2\/media?parent=7637"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}