Phenix Groupe Financier

09/08/2026

Vrai ou faux ?

S’endetter est toujours une mauvaise décision financière.

Rembourser son hypothèque plus rapidement est toujours la décision financière la plus intelligente.

09/07/2026

A 24-year-old investor hailed as an AI visionary attracted billions—before turning into Wall Street’s latest cautionary tale.

09/03/2026

The late star created some of the most beloved country and pop songs in American music.

09/01/2026

Red Flag ou Green Flag?

Avoir ses enfants comme bénéficiaires de son REER, sans l’avoir révisé depuis son divorce.

Avoir un plan clair pour savoir qui reprend l’entreprise au moment de la retraite.

Mélanger ses finances personnelles et ses finances d’entreprise parce que c’est plus simple.

Considérer son entreprise comme son seul plan de retraite.

Avoir une stratégie de sortie formelle avec une date cible et un chiffre cible.

Ne jamais avoir fait de plan financier personnel séparé de ses finances d’entreprise.

08/31/2026

Entrepreneur Alex Tarnava built a business selling roughly 40 million hydrogen water doses per month without taking venture capital. Now, the inventor explains why he believes VC can become a “trap."

08/27/2026

The Society of Trust and Estate Practitioners recommended adjusting about 200 benefit, credit and deduction amounts.

08/25/2026

A major wealth transfer is coming from one generation to the next.

Some families have spent decades building wealth, real estate, businesses, investments, and savings. But transferring that wealth to children or grandchildren is not just about who gets what. It’s about how the money is structured, how taxes are managed, and whether the family has a clear plan before the transfer happens.

With the right financial planning, estate planning, and tax strategy, families can pass on wealth more efficiently and avoid unnecessary complications.

08/24/2026

Free trade with the U.S. has benefited Canada, but the scale of the benefit – and the size of the loss in the event of its disappearance – is limited.

08/20/2026

08/18/2026

Your home equity doesn’t have to sit there doing nothing.

If you have significant equity in your home, a strategy like using a HELOC or the Smith Manoeuvre may allow you to borrow against part of that equity and invest it. Depending on your situation, the interest on that investment loan may also be tax-deductible.

The goal is not to take on debt blindly. It’s to understand how your home equity, investment strategy, risk tolerance, and tax planning can work together to help grow your wealth over time.