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The Financial, an independent* wealth management corporation serving professionals

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In focus
News
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 [...]

Chute marché bourse pastille
News
The recent market decline

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

Actualité financière
Financial panorama
Financial Panorama

Weak rise of global stock markets While North American equity markets posted rather weak gains in July, markets in the rest of the world were generally in negative territory. As for the economy, trade tensions between the United States and China have already started to slow GDP growth worldwide. [...]

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
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