Our free tools and guides

This guide helps you objectively compare advisors to find the right fit for your needs.

AMF’s practical guide for your next trip.

Understanding Tax Brackets in Canada and Quebec.

Here is some important information for your 2025 income tax return, including several helpful guides on how to access and retrieve your documents.

Our guide : How to get your QPP statement from Retraite Québec.

Moving soon? Use our checklist to keep track of the organizations you’ll need to notify of your new contact information. Print it out and check them off as you go!

Maximum RRSP, or the annual RRSP contribution limit for 2026.

Maximum RRSP, or the annual RRSP contribution limit for the 2025.

Welcome to our first newsletter using our new AltaFina branding. In this edition : market update, a few words about SpaceX, our summer office hours, and news from Hélène, Linda, and Loïc. Thank you for your trust.

The partnership between the three teams led by Patrick Racicot, Gaétan Lebrun and Gino Gauthier is now official. We are now AltaFina – Wealth Management!

We discuss the impact of geopolitical crises, answer a frequently asked question (**Should you sell during periods of uncertainty?**), share a few interesting statistics, a chart of the month to put things into perspective, a tip for young adults, and improvements to the PEAK mobile app!

In just a few weeks, the United States president has created a great deal of uncertainty. However, our model portfolios are well diversified, we have already reallocated a portion of the gains from 2025, and we are prepared to navigate this uncertainty. 📢 News: We have welcomed a new member to the team…

Today, we cover several quick updates, mid-year market performance along with a few of our successful moves, PEAK’s new mobile app (finally!), a note on protection mandates, which are often confused with general powers of attorney, and some exciting news about Loïc’s promotion!