{"id":7883,"date":"2026-01-27T16:41:14","date_gmt":"2026-01-27T16:41:14","guid":{"rendered":"https:\/\/advisorunlimited.ca\/?p=7883"},"modified":"2026-01-27T17:31:40","modified_gmt":"2026-01-27T17:31:40","slug":"planning-for-peace-of-mind","status":"publish","type":"post","link":"https:\/\/advisorunlimited.ca\/fr\/planning-for-peace-of-mind\/","title":{"rendered":"Planning for Peace of Mind"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"7883\" class=\"elementor elementor-7883\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e703572 e-con-full e-flex e-con e-parent\" data-id=\"e703572\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-edfbcda elementor-widget elementor-widget-image\" data-id=\"edfbcda\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"143\" src=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/AU_LOGO_NEW_2025-1024x143.png\" class=\"attachment-large size-large wp-image-7851\" alt=\"AU_LOGO_NEW_2025\" srcset=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/AU_LOGO_NEW_2025-1024x143.png 1024w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/AU_LOGO_NEW_2025-300x42.png 300w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/AU_LOGO_NEW_2025-768x107.png 768w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/AU_LOGO_NEW_2025-1536x215.png 1536w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/AU_LOGO_NEW_2025-2048x286.png 2048w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/AU_LOGO_NEW_2025-18x3.png 18w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c46d56f e-con-full e-flex e-con e-parent\" data-id=\"c46d56f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-f1fa54e e-con-full e-flex e-con e-child\" data-id=\"f1fa54e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dce8287 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"dce8287\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/advisorunlimited.ca\/fr\/winter-2025\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">LIRE LE DERNIER NUM\u00c9RO<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-afe1a90 e-con-full e-flex e-con e-child\" data-id=\"afe1a90\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b383526 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"b383526\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/advisorunlimited.ca\/fr\/home\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">DOSSIER DE PRESSE<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e85aa38 e-con-full e-flex e-con e-child\" data-id=\"e85aa38\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c5d8bbf elementor-align-center elementor-widget elementor-widget-button\" data-id=\"c5d8bbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/learn.knowledgebureau.com\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">VISITE KNOWLEDGE BUREAU<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\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<\/div>\n\t\t<div class=\"elementor-element elementor-element-99438f0 e-con-full e-flex e-con e-parent\" data-id=\"99438f0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-081998f elementor-widget elementor-widget-image\" data-id=\"081998f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/learn.knowledgebureau.com\/\" target=\"_blank\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"2560\" height=\"1882\" src=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/KNOWLEDGE-BUREAU-fr-scaled.png\" class=\"attachment-full size-full wp-image-7897\" alt=\"KNOWLEDGE BUREAU\" srcset=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/KNOWLEDGE-BUREAU-fr-scaled.png 2560w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/KNOWLEDGE-BUREAU-fr-300x221.png 300w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/KNOWLEDGE-BUREAU-fr-1024x753.png 1024w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/KNOWLEDGE-BUREAU-fr-768x565.png 768w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/KNOWLEDGE-BUREAU-fr-1536x1129.png 1536w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/KNOWLEDGE-BUREAU-fr-2048x1505.png 2048w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/KNOWLEDGE-BUREAU-fr-16x12.png 16w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1da935f e-con-full e-flex e-con e-parent\" data-id=\"1da935f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-be92361 elementor-widget elementor-widget-text-editor\" data-id=\"be92361\" 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>Le Canada vit actuellement un transfert de richesse sans pr\u00e9c\u00e9dent entre la g\u00e9n\u00e9ration des babyboomers et leurs enfants et petits-enfants mill\u00e9nariaux. \u00c0 mesure que le nombre d\u2019intervenants dans le cercle financier d\u2019une famille augmente, le r\u00f4le du conseiller financier \u00e9volue. Non seulement doit-il demeurer \u00e0 jour sur des enjeux cruciaux tels que la fiscalit\u00e9 et la planification successorale, mais il doit aussi le faire dans un nouveau mod\u00e8le de planification du patrimoine.<\/p><p>La gestion du transfert potentiel de millions de dollars d\u2019une g\u00e9n\u00e9ration \u00e0 l\u2019autre n\u00e9cessite d\u00e9sormais plus de personnes autour de la table que jamais auparavant. Du c\u00f4t\u00e9 des investisseurs, on peut retrouver une combinaison de conjoints, enfants, petits-enfants, beauxparents et entreprises familiales \u2014 sans oublier les organismes de bienfaisance qui peuvent aussi \u00eatre concern\u00e9s.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1e7c7b0 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"1e7c7b0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/advisorunlimited.ca\/fr\/#flipbook-volume-4-issue-1\/31\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Cliquez ici pour lire l'article complet...<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f17b2c5 e-flex e-con-boxed e-con e-parent\" data-id=\"f17b2c5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2116457 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"2116457\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\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-90dbabc e-con-full e-flex e-con e-parent\" data-id=\"90dbabc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-3e46e35 e-con-full e-flex e-con e-child\" data-id=\"3e46e35\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8f85b5a elementor-widget elementor-widget-image\" data-id=\"8f85b5a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<figure class=\"wp-caption\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/learn.knowledgebureau.com\/\" target=\"_blank\">\n\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/elementor\/thumbs\/Evely-Jacks-4-rajiwxycymz2p05tk0dhjrtjhhsbh22gg921etfhyc.jpg\" title=\"Evely Jacks\" alt=\"Evely Jacks\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<figcaption class=\"widget-image-caption wp-caption-text\">Evelyn Jacks President, Knowledge Bureau<\/figcaption>\n\t\t\t\t\t\t\t\t\t\t<\/figure>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-01e0105 e-con-full e-flex e-con e-child\" data-id=\"01e0105\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2fc4a72 elementor-widget elementor-widget-image\" data-id=\"2fc4a72\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/learn.knowledgebureau.com\/\" target=\"_blank\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"461\" height=\"150\" src=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/h9fzc7izgrsn-KBlogovertRGB.jpg\" class=\"attachment-full size-full wp-image-7893\" alt=\"KNOWLEDGE BUREAU LOGO\" srcset=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/h9fzc7izgrsn-KBlogovertRGB.jpg 461w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/h9fzc7izgrsn-KBlogovertRGB-300x98.jpg 300w, https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2026\/01\/h9fzc7izgrsn-KBlogovertRGB-18x6.jpg 18w\" sizes=\"(max-width: 461px) 100vw, 461px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\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<\/div>\n\t\t<div class=\"elementor-element elementor-element-ffb7a43 e-flex e-con-boxed e-con e-parent\" data-id=\"ffb7a43\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2b35fbd elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"2b35fbd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\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-f8f8f18 e-con-full e-flex e-con e-parent\" data-id=\"f8f8f18\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-edba867 elementor-widget elementor-widget-heading\" data-id=\"edba867\" 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<h2 class=\"elementor-heading-title elementor-size-default\">Lire les num\u00e9ros pr\u00e9c\u00e9dents:<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element 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e-con-full e-flex e-con e-child\" data-id=\"d6650f6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bc0a1fd elementor-widget elementor-widget-image\" data-id=\"bc0a1fd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/advisorunlimited.ca\/fr\/spring2025\/\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"779\" height=\"1024\" src=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2025\/05\/AU_Vol2_Iss1_2025_FINAL_Page_01-1-779x1024.jpg\" class=\"attachment-large size-large wp-image-7469\" alt=\"Advisor Unlimited Spring 2025 Digital Issue\" srcset=\"https:\/\/advisorunlimited.ca\/wp-content\/uploads\/2025\/05\/AU_Vol2_Iss1_2025_FINAL_Page_01-1-779x1024.jpg 779w, 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transfert de richesse sans pr\u00e9c\u00e9dent entre la g\u00e9n\u00e9ration des babyboomers et leurs enfants et petits-enfants mill\u00e9nariaux. \u00c0 mesure que le nombre d\u2019intervenants dans le cercle financier d\u2019une famille augmente, le r\u00f4le du conseiller financier \u00e9volue. Non seulement doit-il demeurer \u00e0 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"normal-width-container","site-content-style":"boxed","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"disabled","ast-hfb-above-header-display":"disabled","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"disabled","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[1],"tags":[],"class_list":["post-7883","post","type-post","status-publish","format-standard","hentry","category-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Planning for Peace of Mind - Advisor Unlimited<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisorunlimited.ca\/fr\/planning-for-peace-of-mind\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Planning for Peace of Mind - Advisor Unlimited\" \/>\n<meta property=\"og:description\" content=\"LIRE LE DERNIER NUM\u00c9RO DOSSIER DE PRESSE VISITE KNOWLEDGE BUREAU Le Canada vit actuellement un transfert de richesse sans pr\u00e9c\u00e9dent entre la g\u00e9n\u00e9ration des babyboomers et leurs enfants et petits-enfants mill\u00e9nariaux. \u00c0 mesure que le nombre d\u2019intervenants dans le cercle financier d\u2019une famille augmente, le r\u00f4le du conseiller financier \u00e9volue. 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