{"id":934,"date":"2026-06-11T14:14:43","date_gmt":"2026-06-11T14:14:43","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/?page_id=934"},"modified":"2026-06-23T14:58:32","modified_gmt":"2026-06-23T14:58:32","slug":"advanced-wealth-planning-group","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/advanced-wealth-planning-group\/","title":{"rendered":"Groupe Planification De Patrimoine Avanc\u00e9e"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"934\" class=\"elementor elementor-934\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e645ab5 e-flex e-con-boxed e-con e-parent\" data-id=\"e645ab5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d6367c6 elementor-widget elementor-widget-heading\" data-id=\"d6367c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Groupe Planification De Patrimoine Avanc\u00e9e<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-092a235 e-flex e-con-boxed e-con e-parent\" data-id=\"092a235\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-51e1d73 e-con-full e-flex e-con e-child\" data-id=\"51e1d73\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d829cc7 elementor-widget elementor-widget-text-editor\" data-id=\"d829cc7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Notre groupe Planification de patrimoine avanc\u00e9e r\u00e9unit des professionnels canadiens, dont des PLANIFICATEURS FINANCIERS AGR\u00c9\u00c9<sup><sup>MD<\/sup><\/sup>, des comptables professionnels agr\u00e9\u00e9s (CPA), des fiscalistes et des experts en planification successorale, qui poss\u00e8dent une vaste exp\u00e9rience au service de clients canadiens fortun\u00e9s. Nous ma\u00eetrisons les subtilit\u00e9s des r\u00e9glementations f\u00e9d\u00e9rales et provinciales, qu\u2019il s\u2019agisse de la l\u00e9gislation fiscale de l\u2019ARC ou des diff\u00e9rents r\u00e9gimes successoraux en vigueur dans les provinces.<\/p><p>Nous agissons \u00e0 titre de partenaire strat\u00e9gique central, en assurant la coordination avec vos comptables, vos avocats et vos conseillers actuels afin d\u2019offrir des plans de gestion du patrimoine coh\u00e9rents propres au Canada.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Notre aide aux familles canadiennes<\/strong><\/span><\/h2><p>Le r\u00e9gime fiscal du Canada, qui ne comporte pas d\u2019imp\u00f4t sur les successions, mais des r\u00e8gles strictes en mati\u00e8re de cession pr\u00e9sum\u00e9e ainsi que des frais de succession provinciaux, n\u00e9cessite une planification minutieuse.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>R\u00e9duction de l\u2019\u00e9rosion fiscale<\/strong><\/span><\/h2><p>Strat\u00e9gies juridiques pour reporter ou r\u00e9duire au minimum les gains en capital au d\u00e9c\u00e8s, optimiser les comptes enregistr\u00e9s et r\u00e9duire le fardeau fiscal global des familles.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Protection et transfert efficaces du patrimoine<\/strong><\/span><\/h2><p>Recourir aux fiducies, aux assurances et aux dons de son vivant pour r\u00e9duire les frais de succession et garantir une transmission de patrimoine harmonieuse et fiscalement avantageuse.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Harmonisation des investissements au moyen de l\u2019efficience fiscale<\/strong><\/span><\/h2><p>Strat\u00e9gies de localisation des actifs pour les comptes imposables, les REER et les CELI, et int\u00e9gration avec les occasions du march\u00e9 priv\u00e9.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Coordination des professionnels<\/strong><\/span><\/h2><p>Nous jouons le r\u00f4le d\u2019architecte de votre projet tout en collaborant \u00e9troitement avec votre \u00e9quipe juridique et comptable canadienne.<\/p><p>\u00a0<\/p><h2><span style=\"font-size: 14pt;\"><strong>Adaptation aux changements de la vie et \u00e0 l\u2019\u00e9volution de la l\u00e9gislation<\/strong><\/span><\/h2><p>Examens r\u00e9guliers afin de tenir compte des modifications apport\u00e9es aux r\u00e8gles de l\u2019ARC, \u00e0 la fiscalit\u00e9 provinciale et \u00e0 la situation familiale.<\/p><p><span style=\"font-size: 12pt;\"><strong>R\u00e9sultats types des clients :<\/strong><\/span><\/p><ul><li>\u00c9conomies d\u2019imp\u00f4t substantielles et richesse apr\u00e8s imp\u00f4t pr\u00e9serv\u00e9e\u00a0<\/li><li>R\u00e9duction des frais de succession et d\u2019administration successorale\u00a0<\/li><li>Des plans de succession et de transmission du patrimoine clairs et visant \u00e0 r\u00e9duire au minimum les conflits\u00a0<\/li><li>Une plus grande confiance dans les revenus de retraite et la s\u00e9curit\u00e9 interg\u00e9n\u00e9rationnelle<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Advanced Wealth Planning Group Our Advanced Wealth Planning Group brings together Canadian professionals including CERTIFIED FINANCIAL PLANNERS\u00ae, Chartered Professional Accountants (CPA), tax specialists, and estate planning experts with extensive experience serving affluent Canadian clients. We understand the nuances of federal and provincial rules, from CRA tax legislation to varying probate regimes across provinces. We serve [&hellip;]<\/p>\n","protected":false},"author":193,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-934","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/wp-json\/wp\/v2\/pages\/934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/wp-json\/wp\/v2\/users\/193"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/wp-json\/wp\/v2\/comments?post=934"}],"version-history":[{"count":43,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/wp-json\/wp\/v2\/pages\/934\/revisions"}],"predecessor-version":[{"id":1059,"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/wp-json\/wp\/v2\/pages\/934\/revisions\/1059"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/zagariwealth\/fr\/wp-json\/wp\/v2\/media?parent=934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}