Anthony Layton MBA, CIM

Chairman & CEO, Portfolio Manager

Peter Guay MBA, CFA

Portfolio Manager
  • T514.875.7566 x 224
  • 1.800.875.7566
  • F514.875.9611
  • Place Alexis Nihon
  • 3400 de Maisonneuve Ouest,
    Suite 1501
  • Montreal, Quebec H3Z 3B8

Financial Housekeeping

November 21, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. It’s that time of the year. No, not tax time, I mean the holiday season. You’re probably thinking of family get-togethers, great food or even a winter getaway but there’s one more thing I want you to do: it’s a little financial housekeeping.

In today’s video, I’ll take you through a list of the important documents you should review on an annual basis to make sure they’re completely up to date. I promise you it won’t take long at all but once you do it, you’ll be organized and relaxed for the holidays.

Happy holidays to you and your family! 


By: Peter Guay with 0 comments.
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