40 years of shared values,
40 years of sharing ideas

Already four decades serving professionals! We've come a long way since 1978! This year of celebration enables us to measure how much the Financial, and our society, have developed economically, politically and culturally.

I like to reach out to people, to learn about them, and to be able to make a difference and help them. I think that’s what I really like about this job. My specialty is not an emergency speciality. It’s more like a marathon. I have to know my partner so that we can run the race together until the end. I very much liked the approach of the people at Professionals’ Financial when I arrived. It’s a bit like the approach I take with my patients. They didn’t tell me how to invest my money, how to manage my finances. Instead they adapted to my lifestyle. I really have the impression that the people are there to help me achieve my goals.
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Dr. Lena Salgado, Endocrinologist

After university, I partnered with four other dentists for ten years, and we had the biggest dental clinic in Montreal. I then opened my own practice, which I sold in 2014. After 38 years of practising my profession, I retired in late 2015. I have been with the Financial since the early 1980s, and with Private Management for three years now. I greatly appreciate my Advisory Manager’s personalized follow-up during our meetings. I have remained loyal to the Financial because the people are competent, the services are reasonably priced, and the management fees are very affordable.
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Dr Michel Roux, dental surgeon

40 years of shared values... Our clients speak. Their testimonials show the relationship they have with Professionals’ Financial. We’re proud to assist them and to protect their interests.
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I have always been interested in science, but I also felt a need to help others. I began my career in 1971 and have spent 40 years at Maisonneuve-Rosemont Hospital. I had the privilege of serving as head of my hospital department and eventually university faculty head. I have been with Professionals' Financial since the very beginning and I have been benefiting from Private Management for the past five or six years. I have always received excellent service. My meetings with the advisors are also very pleasant and productive. I have placed all my trust in the Financial, as well as all my retirement savings.
Read Dr. Pierre Labelle’s testimony

Dr. Pierre Labelle, ophtalmologist

Client of Professionals’ Financial since 1978

Evolution of the name and services

1978

Medical Fund

1981

Medical-Dental Fund

1985

Professionals’ Fund of Quebec

1987

Professionals’ Fund of Quebec Inc.

1996

Professionals’ Fund of Quebec Inc.

Implementation of the Financial Planning Service (Professional Practice)

1997

FDP Group Inc. (holding company) and its two subsidiaries

  • Professionals’ Fund Inc. (mutual funds)
  • Professionals’ Fund Management Inc. (private management)

Implementation of the Wealth Management Service

2000

FDP Group Inc. (holding company)

Implementation of the team dedicated to young professionals

2003

Professionals’Fund Group Inc.

  • Professionals’ Fund – Mutual Funds Inc.
  • Professionals’ Fund – Private Management Inc.

2006

Professionals’Fund Group Inc.

Implementation of the Compliance Service

2010

Professionals’ Financial Inc.

  • Professionals’ Financial – Mutual Funds Inc.
  • Professionals’ Financial – Private Management Inc.

2015

Professionals’ Financial Inc.

  • Expansion of the investment offering and implementation of our Private Wealth Management
  • New brand identity and new logo

Shareholders and partners

1978

Creation of our affiliated company Sogemec Assurances

1980

Creation of our affiliated company Sogedent Assurances

1981

New shareholder: Association des chirurgiens dentistes du Québec (ACDQ)

1985

New shareholder: Fédération des notaires du Québec

In 1990, the Corporation de service des notaires du Québec becomes a shareholder after the dissolution of the Fédération des notaires du Québec.

1986

New shareholder: Association des architectes en pratique privée du Québec (AAPPQ)

1988

New shareholder: Association des pharmaciens propriétaires (AQPP)

1994

New partner: Fédération des médecins résidents du Québec (FMRQ)

2011

New partner: Médecins francophones du Canada (MFC)

New business partner: MultiD

2013

New partner: Ordre des adminstrateurs agréés du Québec (Adm.A.)

2016

Professionals’Financial shareholder of MultiD

2017

New partner: Fédération médicale étudiante du Québec (FMEQ)

Assets under management

Our offices

1978

Opening of the Montréal head office at Complexe Desjardins

1992

Opening of an office for dentists at the ACDQ (Montréal)

1995

Opening of an office in Québec City

2003

Opening of an office in Sherbrooke (15 years)

2015

Opening of an office in Brossard

2018

Opening of an office in Laval

40 years ago...

Gilles Villeneuve scores his first Grand Prix win in Montréal

Pierre Elliott Trudeau, Prime Minister of Canada

In Quebec: minimum salary raised to $3.37 per hour / average annual salary of $13,700

Foundation of the ADISQ, the Québec Association for the Recording, Concert and Video Industries

Patsy Gallant wins two JUNO Awards

Montreal Canadiens win their third consecutive Stanley Cup

In Quebec: Abolition of sales tax on clothing, shoes, furniture and hotel rooms

René Lévesque, Premier of Quebec

Jean Drapeau, Mayor of Montreal

In Quebec: Unemployment rate at 11% and annual inflation at 9%

Interest rate on savings bonds:
Canada 9.50%
Quebec 10.00%

Creation of Hydro-Québec International

Jazz pianist and Montreal born Oscar Peterson is inducted to the Canadian Music Hall of Fame