Ta Planif

My experience with William is absolutely positive. He offers personalized support and makes sure to create a tailor-made financial plan that exactly matches the needs and life plans of his clients. The approach is friendly and uninhibited, which quickly builds confidence and opens the door to discussion and asking the right questions without embarrassment or apprehension of judgment (especially for someone who does not know too much about personal finance. like me). Communication is easy and follow-up is efficient and well planned.

Very satisfied with the service at Ta Planif, William was able to make planning my budget / savings very simple and allowed me to carry out life projects! Excellent honest and realistic service I recommend 100%.

I recommend Ta Planif to anyone who needs to optimize their finances in a safe and responsible manner. William and his team are knowledgeable professionals, attentive and ready to guide you quickly. Thank you William, thanks to you we are moving towards a better future. 10/10

Very good professional service. Explains very well, takes the necessary time and all this in a friendly atmosphere!

Philippe offers excellent service! He has always listened to the needs of my family. He is dedicated, professional and has an innate talent for popularizing and explaining financial terms. In addition, I look forward to my mortgage renewal to receive valuable advice from his sidekick William. Thank you both and long life to Ta Planif !!