Milestones that made us who we are today!
From its founding in 1978 to today, the Financial has gone through various stages that have shaped its image and made it the financial ally of choice for thousands of women and men who practise a profession.
New shareholder: Association des chirurgiens dentistes du Québec (ACDQ).
New name: Medical-Dental Fund.
Assets under management: $10 million.
New shareholder: Fédération des notaires du Québec
New name: Professionals’ Fund of Quebec.
New shareholder: Association des architectes en pratique privée du Québec (AAPPQ).
Incorporation of Professionals’ Fund of Quebec Inc.
Assets under management: $100 million.
New shareholder: Association québécoise des pharmaciens propriétaires (AQPP).
After the dissolution of the Fédération des notaires du Québec, the Corporation de service des notaires du Québec becomes a shareholder.
Opening of an office for dentists at the ACDQ (Montreal).
Assets under management: $250 million.
New partner: Fédération des médecins résidents du Québec (FMRQ).
Opening of an office in Québec City.
Enhanced offer: launch of a financial planning service
Assets under management: $500 million.
A new structure :
• FDP Group Inc. (holding company) and its two subsidiaries:
– Professionals’ Fund Inc. (mutual funds)
– Professionals’ Fund Management Inc. (private management)
Assets under management: $1 billion.
Name changes :
• Professionals’ Fund Inc.:
– Professionals’ Fund – Mutual Funds Inc.
– Professionals’ Fund – Private Management Inc.
Opening of an office in Sherbrooke.
Establishment of a scholarship program to foster the development of high-calibre professionals for our shareholders. The scholarships are awarded to university students in Montreal, Quebec City, Sherbrooke and Ottawa.
André Sirard becomes President and Chief Executive Officer.
Name changes :
• Professionals’ Financial Inc.:
– Professionals’ Financial – Mutual Funds Inc.
– Professionals’ Financial – Private Management Inc.
New partner: Ordre des administrateurs agréés du Québec (ADMA).
Assets under management: $2.2 billion.
New business partner: National Bank
Opening of an office in Brossard.
Professionals’ Canadian Dividend Fund and Professionals’ Retirement Balanced Fund win Fundata Canada Inc.’s 2014 FundGrade A+ Award.
Assets under management: $3.5 billion.
2017 Best Employer in Canada, Platinum Level, in the Small & Medium Employers category.
Professionals’Financial becomes shareholder of MultiD.
New business partner: Eterna Trust.