Why become a client of Professionals' Financial? Because as a professional, you want wealth management experts who understand your reality. We have that expertise.
The impact of our shareholders
Created by the Fédération des médecins spécialistes du Québec to respond to the needs of its members, the Financial also works actively with four other professional association shareholders, who guide all our decisions:
· By sitting on our board of directors
· By ensuring that all our actions are in the best interests of their members and our clients
· By making sure that our fees remain among the lowest in the industry in Canada
A team at your service
Do you want to focus your energies on the development of your career and the well-being of your family? Entrust the management of your wealth to our expert advisors and advisory managers, and benefit from the expertise of our team of investment specialists, tax experts, notaries, and financial planners.
Our business relationship with you
It is built on transparency, knowledge and discussion. We want to know you well so that we can recommend the best strategies to achieve your goals. You participate actively in this business relationship by sharing with us your projects, your dreams and your expectations.
Our management style
We manage your wealth effectively, to achieve your objectives, and prudently, because you worked hard for your wealth.