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YOUR NEWSLETTER | SEPTEMBER 2020

An exciting return to work!

The holidays are over and September has arrived with its share of changes and surprises.

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In the news
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Save for a better life

The best way to achieve your life plan is through planned savings.

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Finance and investments
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What’s in store for the last few months of 2020?

New issues are already unfolding in the past few months lengthy list of unusual events!

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An excellent report card!

When it comes to performance and superior returns, our investment team gets straight As!

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Prescribed rate: benefits to consider

Take advantage of the lower rate and the possibility of income splitting.

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Financial Panorama

What happened in the markets in August?

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Expert insight
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Recognizing financial abuse

From a legal point of view, how can bill 18 help persons who are temporarily or permanently in a vulnerable situation?

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News
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Our Chief Compliance Officer Isabelle Primeau has just been appointed a member of the IROC Hearing Committee!?

We are welcoming two new members to our Investment Committee:

Ms. Hélène Jacques, MBA, ASC, C. Dir., who has namely held upper management positions at the Fédération des caisses d’économie Desjardins and at the Caisse de dépôt et de placement du Québec, and who brings her vast experience in change leadership,

M. Gregory Chrispin, CFA, IAS.A, a seasoned professional specializing in investment management who held upper management positions at Desjardins Groupe Financier and Desjardins Gestion international d’actifs, and also at State Street Global Advisors (Montréal).

 

Information just for you
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The entire Professionals’ Financial team thanks you

We wish to sincerely thank all of our clients for their cooperation over the past few months. The major operational changes we are undertaking resulted in a number of glitches that we had to face.

Rest assured that we are all working together to quickly rectify the situation so that we can continue to provide you with the superior service you deserve and so that you can derive the many benefits that will result from our recent enhancements. Thanks again!

 

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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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