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The Financial, an independent* wealth management corporation serving professionals

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In focus
Actualité financière
Financial panorama
Financial Panorama December

Most global stock indexes posted solid gains in December, ending the last quarter of 2019 on a positive note. [...]

Expert insight, News
RRSP, TFSA and RESP: maximize your savings!

Do you contribute the maximum annual amount to your registered savings plans? If you haven’t already done so, make a resolution to optimize your savings in your registered plans in order to benefit from the tax deductions or grants available to you. [...]

Dialogue
Dialogue
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. [...]

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!

  • January 24 to 26, 2020
    Special days
    Week-end Omega
    Estrimont Suites et Spa, Orford

    Series of conferences and panels on the different financial challenges confronting medical students during their studies and at the start of their career. Event in French only

All the events

Our award-winning funds!

Professionals’ Financial wins three FundGrade A+® Awards for the outstanding risk-adjusted performance of its funds.

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