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The Financial, an independent* wealth management corporation serving professionals

We offer a range of solutions based on your needs and your situation.
Choose your profession for more information

In focus
Protecting your personal data: a priority

At the Financial, we have put in place a highly secure environment to protect your confidential data against possible cyber intrusions and we [...]

In focus, News
New: Business banking services!

Targeted business needs Our new offering includes: A term loan, which enables you to finance, your plans to open an office, buy a practice, [...]

Dialogue - May 2019 edition

The newsletter for professionals. This issue's focus: creating a real impact thanks to the responsible investment. Read also our Experts' insight on the new incorporation rules, and more! [...]

Our Rendez-vous
  • September 20 to 29, 2019
    Major conferences
    Retirement Experience Weekend 2019
    Baie-St-Paul, North Hatley

    What type of retirement do you have in mind? Gradual retirement, greater involvement in your sports, cultural or volunteer activities, trips to new destinations, freedom to do what you want; it’s up to you!

  • Sept. 25 to Oct. 23, 2019
    Major conferences
    Fall FINANCE rendez-vous 2019
    Montreal, Quebec City

    How are your finances doing? In a relaxed and stimulating environment, we offer you a series of rendez-vous to help you make sound financial choices, in keeping with your lifestyle and your goals.

All the events
For an analysis of your situation,
get in touch with one of our advisors