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The Financial, an independent* wealth management corporation serving professionals

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In focus
Dialogue - November 2019 Edition

The newsletter for professionals. This issue’s focus: Planning your retirement: useful checkpoints, year-end tax strategies, understanding recession cycles, trajectories of benchmark rates, protection mandates reviewed, investing in energy transition. [...]

Expert insight, Finance and investments
Protection of vulnerable persons: changes in sight

Take the necessary steps to preserve your peace of mind! [...]

Strategies Fiscales
Expert insight, News
Your year-end tax strategies

Year-end is a good time to take stock of your finances. We share a series of useful recommendations. [...]

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,
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