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The Financial, an independent* wealth management corporation serving professionals

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40 years of shared values, 40 years of sharing ideas

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In focus
Financial panorama
Financial Panorama - September 2018

While Wall Street hit new highs in August, many markets around the world pulled back because of the uncertainty caused by growing trade tensions between the United States and its trading partners, particularly China and Canada. [...]

Expert insight, News
How to pass on your estate to several generations

Estate planning is a complex field, so it is in your interest to consult experts to ensure that your estate is transferred according to your wishes, especially if you want to bequeath a part of your assets to your children or your grandchildren. [...]

Dialogue, News
The great potential of tomorrow's professionals | Dialogue - August edition

The newsletter for professionals. This issue's focus: the great potential of tomorrow's professionals. Read also our Experts' insight on leverage loans, discover all about our upcoming events, and more! [...]

Our Rendez-vous
  • September 21 to 30, 2018
    Major conferences
    Retirement Experience Weekend
    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!

  • September 22, 2018
    Presence at conventions
    Pharmaceutical Symposium of Groupe Jean Coutu
    Sheraton Montreal

    Participerez-vous au Symposium des pharmaciens du Groupe Jean Coutu? Nous y serons! Le 22 septembre 2018 au Centre Sheraton de Montréal.

All the events
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