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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
  • Positive results!
    Major conferences
    Retirement Experience Weekend 2019
    Baie-St-Paul, North Hatley

    A very successful 2019 edition! Join us in 2020!

  • Back in 2020!
    Major conferences
    Fall FINANCE rendez-vous 2019
    Montreal, Quebec City

    A series of dynamic workshops and a host of practical tips! Subscribe to our mailing list to learn more!

All the events
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