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Dialogue is a newsletter published every two months where you will find sections on finances and investment, current topics in wealth management, news about our upcoming events, and specific topics for professionals.

The newsletter of professionals
December 4, 2018

Money and power: When women invest

Read the article

What happened in the markets?

Read our Financial Panorama

Your year-end tax strategies

Read the article

Retrospective, outlook and strategies: Reinvented format for our conference tour

Read the article


Retirement Experience Weekend: Retirement is changing

Our Fall Finance Rendez-vous: Young professionals are eager to learn

New Practice Weekend: Friendly, ecological and full of useful information for starting a practice

OMEGA: Medical students are taking care of business

In the context of our 40th anniversary, Me Andrei Roman shares his passion.

View the video (in French)

Holiday budget: Giving without breaking the bank

Read the article

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The information contained herein has been obtained from sources deemed reliable, but we do not guarantee the accuracy of this information, and it may be incomplete. The opinions expressed are based upon our analysis and interpretation of this information and are not to be construed as a recommendation. Please consult your Wealth Management Advisor.

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 Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services.


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