Tangible financial benefits to share with your family
Free financial projection
Tax service
Notary service
- Obtain a discount on already competitive fees for our estate liquidation and
testamentary trust services.
Welcome Advantages for practising clients
Tailored private wealth management support, including a personalized approach to investments and specialized advice on financial, tax, and estate planning for you and your family. Take advantage of one of our two offers according to your situation:
- Discount on management fees for the first year
- Cash bonus when you open an account
New Practice Advantages
Personalized support that gives you the confidence to make the best decisions from the start of your career. Choose the financial benefit that best suits your needs:
- Reimbursement of up to $1,500 for costs associated with incorporating your practice
- Reimbursement of up to $1,000 for costs associated with preparing your corporation’s first tax return
- Reimbursement of $1,000 for notary fees for the purchase of a home
- Reimbursement of $1,000 for notary fees for drafting personal legal documents
- Reimbursement of $1,000 for financial consulting fees related to your practice
- Reimbursement of up to $1,000 for tax return preparation fees for two years
fdp Referral Advantages
- Receive a cash bonus by referring a client who is a member of one of our five shareholder groups, when they open an account.
Group RRSP service
Personalized insurance offer
- Through our affiliated company Sogemec Assurances
Medical billing and accounting concierge services1
- Take advantage of various discounts on medical billing services with MultiD.
Financing and transactional solutions
- Through our partner National Bank of Canada Contact
Contact us for more details.
Subsidiary of
Affiliated company
Actionnaire de
Partners
1 Offer from MultiD. Certain conditions apply.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Wealth Management Inc. is an investment dealer member of the> Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services.
fdp Private Wealth Management and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
