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The Financial, an independent wealth management corporation serving professionals

We offer a range of solutions based on your needs and your situation.
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40 years of shared values, 40 years of sharing ideas

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In focus
Plan
Having a big family: You can afford it!

Nowadays, we speak of a big family when a couple has three or more children. If this is your case now or if it is one of your cherished dreams, you must already know that such a situation poses many challenges, including from a financial standpoint. [...]

Dialogue, News
The Financial, independent and committed | Dialogue - June edition

The newsletter for professionals. This issue's focus: the Financial even closer to you, and return on the results of our satisfaction survey. Read also our Experts' insight on owning a property in the U.S., and more! [...]

In focus
Thank you for your trust!

The survey showed a high and stable level of satisfaction. In addition, the proportion of clients who say they are “very satisfied” increased [...]

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!

  • Novembre 16 to 18, 2018
    Major conferences
    New practice weekend
    Le Baluchon Eco-Villégiature

    The third edition of our New Practice Weekend, a weekend of financial workshops for doctors who have been in practice for less than five years, will be held from November 16 to 18, 2018.

All the events
For an analysis of your situation,
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