Don’t let your capital die with you.
Annuity is not an inevitability.
Discover how modern asset management can offer you flexible income while preserving your children’s inheritance.
The Myth of the Guaranteed Annuity
Deconstructing the illusion of the LPP annuity.
An annuity is fixed, but it dies with you. Did you know that the survivor’s pension for your spouse is often only 40% and that absolutely nothing remains for your children?
The Freedom of Managed Capital
Take back control of your assets.
By withdrawing your capital, you are the one in charge. Your money remains your property, that of your spouse, and later, that of your children.
Access to Talented Asset Managers
Demystifying wealth management.
We connect you with high-performing, low-cost institutional asset managers. Quality management is no longer reserved for millionaires; it will be the engine of your independence.
"À la Carte" Income
Total withdrawal flexibility.
Each year, you decide how much you withdraw. Do you need more for a trip? Do you want to reduce your withdrawals because your rental income is sufficient? You are in the driver’s seat.
Global Tax Optimization
Coordinate income sources (OASI, Real Estate, Capital).
We adjust your capital withdrawals so they complement your other income without pushing you into a higher tax bracket. Tailor-made, not standard.
The Sustainability of Wealth Transfer
Securing the family’s future.
The unconsumed capital constitutes your legacy. We set up a structure that protects your loved ones and guarantees that the fruit of your labor stays within your family.
Join our 350+ clients
MyTangram+
Performance Tracking
Vested Benefits
3rd Pillars
Resources
Blog Posts
FAQ
Company
Our Story
Legal Notice
Join Us