{"id":25603,"date":"2024-01-30T11:32:30","date_gmt":"2024-01-30T19:32:30","guid":{"rendered":"https:\/\/genuscap.com\/?p=25603"},"modified":"2026-03-17T13:37:25","modified_gmt":"2026-03-17T20:37:25","slug":"5-conseils-en-planification-financiere-dun-gestionnaire-de-patrimoine-chevronne","status":"publish","type":"post","link":"https:\/\/genuscap.com\/fr\/5-investment-planning-tips-from-a-seasoned-wealth-manager\/","title":{"rendered":"5 conseils de planification des investissements d'un gestionnaire de patrimoine exp\u00e9riment\u00e9"},"content":{"rendered":"
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Vous voulez d\u00e9marrer la nouvelle ann\u00e9e sur de bonnes bases financi\u00e8res ? Cette p\u00e9riode de l'ann\u00e9e est l'occasion id\u00e9ale de jeter un regard neuf sur vos finances, tout comme vous le feriez pour vos habitudes en mati\u00e8re de sant\u00e9 et de bien-\u00eatre. En examinant vos objectifs financiers - et en v\u00e9rifiant si vous \u00eates sur la bonne voie pour les atteindre - vous pouvez vous assurer que vous \u00eates sur la bonne voie pour r\u00e9ussir financi\u00e8rement \u00e0 long terme.\u00a0<\/span><\/p>

Nous avons demand\u00e9 \u00e0 Mary Lou Miles, responsable de la gestion de patrimoine chez Genus, de nous faire part de certaines des strat\u00e9gies qu'elle utilise avec ses clients \u00e0 cette p\u00e9riode de l'ann\u00e9e. Voici ce qu'elle nous a sugg\u00e9r\u00e9 :<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Examinez vos feuilles d'imp\u00f4t et les rapports de performance de votre portefeuille<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Le d\u00e9but d'une nouvelle ann\u00e9e est un bon moment pour rassembler vos feuillets d'imp\u00f4t et v\u00e9rifier les rapports de performance de vos portefeuilles. N'oubliez pas de prendre connaissance des nouveaux plafonds de cotisation et des nouvelles dates limites pour vos REER, REEE, CELI et autres. <\/span>FHSA<\/span><\/a> pour 2023, explique Miles. \"En organisant tout d\u00e8s maintenant, vous savez que vous serez moins stress\u00e9 \u00e0 l'approche de l'\u00e9ch\u00e9ance fiscale.\"<\/span>
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C'est \u00e9galement une bonne id\u00e9e de prendre rendez-vous avec votre gestionnaire de portefeuille afin de revoir vos objectifs et votre strat\u00e9gie d'investissement globale. \"C'est souvent le seul moment de l'ann\u00e9e o\u00f9 les clients examinent leur portefeuille\", dit-elle. \"Lorsque l'ann\u00e9e civile commence, vous pouvez comparer les performances d'une ann\u00e9e sur l'autre.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Envisager de nouveaux plafonds de contribution<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Saviez-vous que le plafond de cotisation au CELI a \u00e9t\u00e9 port\u00e9 de 1T4T6 500 en 2023 \u00e0 1T4T7 000 en 2024 ? Plus le plafond est \u00e9lev\u00e9 et plus l'espace de cotisation accumul\u00e9 est important, plus vous avez la possibilit\u00e9 de profiter de gains en franchise d'imp\u00f4t.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Analysez vos flux de tr\u00e9sorerie pour assurer votre long\u00e9vit\u00e9<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Cette p\u00e9riode de l'ann\u00e9e est \u00e9galement une bonne occasion de faire le point sur votre situation financi\u00e8re globale, et en particulier sur vos flux de tr\u00e9sorerie. \"Nous passons beaucoup de temps \u00e0 analyser les flux de tr\u00e9sorerie avec nos clients\", explique M. Miles. \"Ils veulent savoir si leur argent leur permettra de tenir jusqu'\u00e0 la retraite, si leurs investissements sont rentables compte tenu des retraits effectu\u00e9s et, enfin, s'ils seront en mesure de laisser un h\u00e9ritage \u00e0 leur famille. Nous avons donc beaucoup de discussions \u00e0 ce sujet\".<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Mettez en place votre plan d'h\u00e9ritage<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Miles explique qu'en mati\u00e8re de planification de l'h\u00e9ritage, de nombreux clients sont int\u00e9ress\u00e9s par l'\u00e9tude de sc\u00e9narios pour d\u00e9terminer la meilleure fa\u00e7on de constituer un patrimoine. <\/span>h\u00e9ritage familial<\/span><\/a>Ils doivent \u00e9valuer l'argent qu'ils peuvent d\u00e9penser et travailler avec des planificateurs, des comptables et des avocats pour harmoniser leurs plans. \"Ils doivent \u00e9valuer le montant qu'ils sont en mesure de d\u00e9penser et travailler avec des planificateurs, des comptables et des avocats pour harmoniser leurs plans.<\/span><\/p>

Elle met en garde contre les pi\u00e8ges les plus courants, notamment les comptes d'investissement conjoints avec les enfants, l'\u00e9quit\u00e9 entre fr\u00e8res et s\u0153urs et les cas o\u00f9 le r\u00e8glement d'un divorce peut entrer en ligne de compte. \"Certaines personnes pr\u00eatent de l'argent \u00e0 leurs enfants sans int\u00e9r\u00eat, dit-elle, mais il est plus simple de le donner. Consultez toujours votre gestionnaire de portefeuille pour conna\u00eetre le meilleur sc\u00e9nario pour vous.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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R\u00e9examiner votre politique d'investissement<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tandis que Genus d\u00e9veloppe <\/span>politiques d'investissement des clients<\/span><\/a> Con\u00e7us pour une approche d'investissement \u00e0 long terme, ils peuvent occasionnellement n\u00e9cessiter des ajustements, notamment en cas de changements importants dans la vie, tels que la r\u00e9ception d'un h\u00e9ritage, le d\u00e9but de la retraite ou un achat important. Si votre ann\u00e9e a \u00e9t\u00e9 marqu\u00e9e par des changements financiers importants, pr\u00e9voyez de revoir votre politique d'investissement avec votre conseiller afin de vous assurer qu'elle refl\u00e8te votre situation financi\u00e8re actuelle.\u00a0<\/span><\/p>

Vous souhaitez savoir comment mettre votre avenir financier sur la bonne voie ? <\/span><\/i>Contacter un conseiller Genus<\/span><\/i><\/a> aujourd'hui.<\/span><\/i><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Les gestionnaires de patrimoine choisissent les actions \u00e0 impact public pour les particuliers qui souhaitent avoir un impact tout en minimisant le risque de liquidit\u00e9. Voici comment cela peut \u00e9galement fonctionner pour les investisseurs institutionnels. <\/p>","protected":false},"author":7,"featured_media":25604,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[16,27],"tags":[110],"class_list":["post-25603","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-market-insights","tag-blog"],"acf":[],"yoast_head":"\n5 Investment Planning Tips from a Wealth Manager - Genus<\/title>\n<meta name=\"description\" content=\"Explore 5 investment planning tips from a seasoned wealth manager and gain valuable insights into reviewing your financial goals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/genuscap.com\/fr\/5-conseils-en-planification-financiere-dun-gestionnaire-de-patrimoine-chevronne\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Investment Planning Tips from a Seasoned Wealth Manager\" \/>\n<meta property=\"og:description\" content=\"Wealth managers choose public impact equities for individuals seeking impact and at the same time minimizing liquidity risk. 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