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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.
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In focus
Actualité financière
Financial panorama
Financial Panorama

The escalation of the China-U.S. trade dispute and fears of an economic slowdown negatively impacted most global equity markets in August. [...]

Chute marché bourse pastille
The recent market decline

Since early August, interest rates have been in freefall. Two recent events caused the markets to react. [...]

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 [...]

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. 18 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