{"id":2228,"date":"2026-06-16T09:47:54","date_gmt":"2026-06-16T13:47:54","guid":{"rendered":"https:\/\/wp286009.wpdns.ca\/?page_id=2228"},"modified":"2026-06-16T10:27:59","modified_gmt":"2026-06-16T14:27:59","slug":"faire-le-point","status":"publish","type":"page","link":"https:\/\/wp286009.wpdns.ca\/en\/faire-le-point\/","title":{"rendered":"Faire le point"},"content":{"rendered":"\t\t
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Faisons le point ensemble<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Le but est simplement que vous repartiez avec une meilleure compr\u00e9hension de votre situation financi\u00e8re.<\/p>\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\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Faisons le point ensemble<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Le but est simplement que vous repartiez avec une meilleure compr\u00e9hension de votre situation financi\u00e8re.<\/p>\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\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t

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Faire le point<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u00c0 quoi vous attendre lors de la premi\u00e8re rencontre<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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La premi\u00e8re rencontre sert surtout \u00e0 faire connaissance et \u00e0 comprendre votre situation.<\/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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C\u2019est une discussion simple, sans pr\u00e9paration complexe et sans pression. Ce n\u2019est pas une rencontre de vente. Vous n\u2019avez rien \u00e0 pr\u00e9parer parfaitement, ni besoin de tout comprendre d\u2019avance. L\u2019objectif est simplement de voir o\u00f9 vous en \u00eates, de r\u00e9pondre \u00e0 vos questions et de vous aider \u00e0 y voir plus clair. Et surtout, vous pouvez repartir sans aucun engagement.<\/strong><\/p>\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\t\t<\/div>\n\t\t\t\t

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Pourquoi c\u2019est utile<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\"\"<\/a><\/figure>

Comprendre ses placements<\/a><\/h3><\/div><\/div>\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
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Avoir un deuxi\u00e8me avis<\/a><\/h3><\/div><\/div>\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
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V\u00e9rifier si on est\u2028sur la bonne voie<\/a><\/h3><\/div><\/div>\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
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Savoir par o\u00f9 commencer<\/a><\/h3><\/div><\/div>\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\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
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Comment la rencontre se d\u00e9roule<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tLa rencontre virtuelle sera de 15 minutes. Un lien vous sera envoy\u00e9 par courriel.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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01. Discussion sur votre situation<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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On parle de votre r\u00e9alit\u00e9 actuelle, vos projets et vos questions. L\u2019objectif est de comprendre ce qui vous pr\u00e9occupe r\u00e9ellement, pas de vous \u00e9valuer.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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02. Revue de ce que vous avez (facultatif)<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Si vous avez des relev\u00e9s ou placements, nous pouvons les regarder ensemble. Sinon, ce n\u2019est pas n\u00e9cessaire pour la premi\u00e8re rencontre.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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03. Explications claires<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Je vous explique ce qui est d\u00e9j\u00e0 bien en place et ce qui pourrait \u00eatre am\u00e9lior\u00e9, simplement et sans jargon.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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04. Vous d\u00e9cidez de la suite<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Apr\u00e8s la rencontre, vous d\u00e9cidez tranquillement si vous souhaitez aller plus loin. Certaines personnes deviennent clientes, d\u2019autres repartent seulement avec des r\u00e9ponses \u2014 dans les deux cas, la rencontre est utile.<\/p>\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\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Pour avoir des r\u00e9sultats diff\u00e9rents, il faut faire les choses diff\u00e9remment.<\/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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\u2014 Charles Alexandre Trudeau, Conseiller en s\u00e9curit\u00e9 financi\u00e8re<\/p>\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\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Questions fr\u00e9quentes<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Est-ce que la premi\u00e8re rencontre est vraiment sans engagement ? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Pour acc\u00e9der \u00e0 une gestion professionnelle et diversifi\u00e9e, m\u00eame avec un capital plus modeste.<\/span><\/p>\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\t<\/details>\n\t\t\t\t\t\t

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Combien \u00e7a co\u00fbte ? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Le REER r\u00e9duit votre imp\u00f4t maintenant, le CELI vous fait cro\u00eetre vos placements \u00e0 l\u2019abri de l\u2019imp\u00f4t.<\/span><\/p>\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\t<\/details>\n\t\t\t\t\t\t

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Et si je ne connais pas grand-chose en finances ? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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En combinant plusieurs classes d\u2019actifs selon votre horizon de placement et votre tol\u00e9rance au risque.<\/span><\/p>\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\t<\/details>\n\t\t\t\t\t\t

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Dois-je pr\u00e9parer des documents ? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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En combinant plusieurs classes d\u2019actifs selon votre horizon de placement et votre tol\u00e9rance au risque.<\/span><\/p>\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\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\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

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\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
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D\u00e9couvrez en 15 minutes si vous \u00eates sur la bonne voie<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Vous comprendrez vos placements et aurez une vision plus claire.<\/p>\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

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t<\/path><\/svg>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tPrendre rendez-vous<\/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\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Faisons le point ensemble Le but est simplement que vous repartiez avec une meilleure compr\u00e9hension de votre situation financi\u00e8re. Faisons le point ensemble Le but est simplement que vous repartiez avec une meilleure compr\u00e9hension de votre situation financi\u00e8re. Faire le point \u00c0 quoi vous attendre lors de la premi\u00e8re rencontre La premi\u00e8re rencontre sert surtout […]<\/p>\n","protected":false},"author":3454,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-2228","page","type-page","status-publish","hentry"],"yoast_head":"\nFaire le point - GFMomentum<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Faire le point - GFMomentum\" \/>\n<meta property=\"og:description\" content=\"Faisons le point ensemble Le but est simplement que vous repartiez avec une meilleure compr\u00e9hension de votre situation financi\u00e8re. Faisons le point ensemble Le but est simplement que vous repartiez avec une meilleure compr\u00e9hension de votre situation financi\u00e8re. Faire le point \u00c0 quoi vous attendre lors de la premi\u00e8re rencontre La premi\u00e8re rencontre sert surtout […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wp286009.wpdns.ca\/faire-le-point\/\" \/>\n<meta property=\"og:site_name\" content=\"GFMomentum\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-16T14:27:59+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/wp286009.wpdns.ca\/wp-content\/uploads\/2026\/05\/icon_lightbulb.svg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/faire-le-point\\\/\",\"url\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/faire-le-point\\\/\",\"name\":\"Faire le point - GFMomentum\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/faire-le-point\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/faire-le-point\\\/#primaryimage\"},\"thumbnailUrl\":\"http:\\\/\\\/wp286009.wpdns.ca\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/icon_lightbulb.svg\",\"datePublished\":\"2026-06-16T13:47:54+00:00\",\"dateModified\":\"2026-06-16T14:27:59+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/faire-le-point\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/wp286009.wpdns.ca\\\/faire-le-point\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/faire-le-point\\\/#primaryimage\",\"url\":\"http:\\\/\\\/wp286009.wpdns.ca\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/icon_lightbulb.svg\",\"contentUrl\":\"http:\\\/\\\/wp286009.wpdns.ca\\\/wp-content\\\/uploads\\\/2026\\\/05\\\/icon_lightbulb.svg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/faire-le-point\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"http:\\\/\\\/wp286009.wpdns.ca\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Faire le point\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/#website\",\"url\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/\",\"name\":\"GFMomentum\",\"description\":\"GFM - Gestion financi\u00e8re momentum\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/wp286009.wpdns.ca\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Faire le point - GFMomentum","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"Faire le point - GFMomentum","og_description":"Faisons le point ensemble Le but est simplement que vous repartiez avec une meilleure compr\u00e9hension de votre situation financi\u00e8re. Faisons le point ensemble Le but est simplement que vous repartiez avec une meilleure compr\u00e9hension de votre situation financi\u00e8re. Faire le point \u00c0 quoi vous attendre lors de la premi\u00e8re rencontre La premi\u00e8re rencontre sert surtout […]","og_url":"https:\/\/wp286009.wpdns.ca\/faire-le-point\/","og_site_name":"GFMomentum","article_modified_time":"2026-06-16T14:27:59+00:00","og_image":[{"url":"http:\/\/wp286009.wpdns.ca\/wp-content\/uploads\/2026\/05\/icon_lightbulb.svg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/wp286009.wpdns.ca\/faire-le-point\/","url":"https:\/\/wp286009.wpdns.ca\/faire-le-point\/","name":"Faire le point - GFMomentum","isPartOf":{"@id":"https:\/\/wp286009.wpdns.ca\/#website"},"primaryImageOfPage":{"@id":"https:\/\/wp286009.wpdns.ca\/faire-le-point\/#primaryimage"},"image":{"@id":"https:\/\/wp286009.wpdns.ca\/faire-le-point\/#primaryimage"},"thumbnailUrl":"http:\/\/wp286009.wpdns.ca\/wp-content\/uploads\/2026\/05\/icon_lightbulb.svg","datePublished":"2026-06-16T13:47:54+00:00","dateModified":"2026-06-16T14:27:59+00:00","breadcrumb":{"@id":"https:\/\/wp286009.wpdns.ca\/faire-le-point\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/wp286009.wpdns.ca\/faire-le-point\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/wp286009.wpdns.ca\/faire-le-point\/#primaryimage","url":"http:\/\/wp286009.wpdns.ca\/wp-content\/uploads\/2026\/05\/icon_lightbulb.svg","contentUrl":"http:\/\/wp286009.wpdns.ca\/wp-content\/uploads\/2026\/05\/icon_lightbulb.svg"},{"@type":"BreadcrumbList","@id":"https:\/\/wp286009.wpdns.ca\/faire-le-point\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"http:\/\/wp286009.wpdns.ca\/en\/"},{"@type":"ListItem","position":2,"name":"Faire le point"}]},{"@type":"WebSite","@id":"https:\/\/wp286009.wpdns.ca\/#website","url":"https:\/\/wp286009.wpdns.ca\/","name":"GFMomentum","description":"GFM - Gestion financi\u00e8re momentum","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/wp286009.wpdns.ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/wp286009.wpdns.ca\/en\/wp-json\/wp\/v2\/pages\/2228","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp286009.wpdns.ca\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wp286009.wpdns.ca\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wp286009.wpdns.ca\/en\/wp-json\/wp\/v2\/users\/3454"}],"replies":[{"embeddable":true,"href":"https:\/\/wp286009.wpdns.ca\/en\/wp-json\/wp\/v2\/comments?post=2228"}],"version-history":[{"count":13,"href":"https:\/\/wp286009.wpdns.ca\/en\/wp-json\/wp\/v2\/pages\/2228\/revisions"}],"predecessor-version":[{"id":2253,"href":"https:\/\/wp286009.wpdns.ca\/en\/wp-json\/wp\/v2\/pages\/2228\/revisions\/2253"}],"wp:attachment":[{"href":"https:\/\/wp286009.wpdns.ca\/en\/wp-json\/wp\/v2\/media?parent=2228"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}