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Placements / CELI

Bien gérer vos placements n’est pas votre tasse de thé ? Procurez-vous la tranquilité d’esprit grâce à la planification financière par Dupuis Conseils. Josée Dupuis vous guidera selon le profil d’épargneur que vous êtes. Épargnez tout en réduisant votre revenu imposable pour réaliser vos rêves les plus chers.

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CELI

Jumelez les stratégies gagnantes, comme les placements en CELI (compte épargne libre d’impôts). Pour bien analyser combien et quand vous devriez utiliser vos CELI, Josée Dupuis conseillère en sécurité financière se fait un devoir de tout vous expliquer !

Le CELI peut être offert sous plusieurs formes:

Compte de banque;
CPG;
Des Fonds.

Comprenez les règles d’investissements maximaux, de retraits et de réinvestissements pour ne pas avoir de mauvaise surprise et ainsi faire fructifier vos avoirs. Lancez votre épargne s’accumuler sans devoir payer d’impôt sur le rendement.

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