Tax expert and financial planner, M. Fisc., Pl. Fin
Holder of a bachelor’s degree in management (B. Gest.) from HEC Montréal and a master’s degree in taxation (M. Fisc.) from the Université de Sherbrooke, Nicolas also completed a certificate in personal financial planning from HEC Montréal. In 2007, he successfully passed the exam of the Institut québécois de planification financière (IQPF) leading to the title of financial planner (Pl. Fin.).
With more than 20 years of experience in his field, Nicolas has more than one string to his bow to effectively meet the needs of his clients in the areas of taxation, accounting services and financial planning. His personalized approach and listening skills also allow him to quickly identify what is most important to them and make the best recommendations to help them achieve their goals.
Among his specialties:
- US tax returns & FBAR;
- International income declared in Canada;
- Real estate transactions and rental income;
- Rental income from non-residents (section 216) and certificates of disposition (T2062);
- Tax planning in the field of insurance and financial services;
- Corporate tax planning;
- Personal tax planning.