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To help you more effectively with the management of your wealth, we have broadened the scope of our early-year Review, Outlook and Strategies conference tour to explore together not only the financial markets situation, but also developments concerning the various aspects of wealth management.


Will 2019 be as eventful as the past year?
What repercussions will these new developments have on your overall financial situation?

In a renewed format, a panel facilitated by a public media personality and comprising our tax, financial planning and investment specialists will do a brief review of the past year’s events and examine emerging issues such as:

  • The duration of the current economic cycle
  • The causes of market volatility
  • The importance of an investment policy tailored to your investor profile

Our experts will also share a wealth of information on various subjects related to behavioural finance and financial and tax planning, and will answer your questions.

A dynamic and participatory experience where you’ll discover how the multiple aspects of managing your wealth are evolving!

Schedule of the evening

  • Welcome: 6:00 p.m.
  • Conference: 6:45 p.m.
A meal will be served, from 6:30 p.m. A prepaid exit coupon for parking will be given to you at the welcome table, when required.

Conferences presented in French only.

 

Reserve your place now!

Inscriptions

Thursday, February 7, 2019

LAVAL
Sheraton Laval
2440, autoroute des Laurentides
Laval, QC H7T 1X5

SOLD OUT

Monday, February 11, 2019

SHERBROOKE
OTL Gouverneur Sherbrooke
3131, King St West
Sherbrooke, QC J1L 1C8

SOLD OUT

Tuesday, February 12, 2019

BROSSARD
Le Club Square DIX30
9200, Leduc Blvd., Suite 210
Brossard, QC J4Y 0L1

SOLD OUT

Wednesday, February 13, 2019

QUEBEC CITY
Complexe Capitale Hélicoptère
1688, route de l’Aéroport
Québec, QC G2G 0K1

SOLD OUT

Monday, February 18, 2019

SAGUENAY
OTL Gouverneur Saguenay
1303, Talbot Blvd.
Saguenay, QC G7H 4C1

Monday, February 18, 2019

GATINEAU
Hilton Lac-Leamy
3, du Casino Blvd.
Gatineau, QC J8Y 6X4

Wednesday, February 20, 2019

MONTREAL
DoubleTree by Hilton Montreal
1255, Jeanne-Mance St.
Montreal, QC H5B 1E5

SOLD OUT

Monday, February 25, 2019

TROIS-RIVIÈRES
Musée POP
200, Laviolette St.
Trois-Rivières, QC G9A 6L5

Presenters

Julie Labrosse, Directrice régionale, Montréal et Ouest du Québec / Regional Director, Montréal and Western Quebec

Julie Labrosse
Regional Vice President, Western Quebec, Professionals’ Financial

Will be present at these conferences:
– Laval (Thursday, February 7)
– Brossard (Tuesday February 12)

Bernard FortinMBA., FCSITM, Adm.A, Fin. Pl., B.I.B.C.
Regional Vice President, East of Quebec, Professionals’ Financial

Will be present at these conferences:
– Sherbrooke (Monday, February 11)
– Québec City (Wednesday, February 13)
– Saguenay (Monday, February 18)
– Trois-Rivières (Monday, February 25)

Léa SaadéB.A.A., MBA, Fin. Pl.
Regional Vice President, Montreal centre, Professionals’ Financial

Will be present at these conferences:
– Gatineau (Monday, February 18)
– Montreal (Wednesday, February 20)

Moderators

Marie-Claude Lavallée

Journalist, host and animator

Will be present at these conferences: 

  • Laval (Thrusday, February 7)
  • Sherbrooke (Monday, February 11)
  • Brossard (Tuesday, February 12)
  • Québec City (Wednesday, February 13)

Mathieu Beaumont

Host, 98,5 FM

Will be present at these conferences: 

  • Gatineau (Monday, February 18)
  • Montreal (Wednesday, February 20)
  • Trois-Rivières (Monday, February 25)

François Gagnon

Journalist, 98,5 FM

Will be present at this conference:

  • Saguenay (Monday, February 18)

Panelists

David Booth, Gestionnaire conseil / Advisory Manager

David BoothB.A., CIMTM, FCSITM
Advisory Manager, Professionals’ Financial – Private Management

Will be present at these conferences:
– Sherbrooke (Monday, February 11)
– Saguenay (Monday, February 18)

Sylvain Bourget, Gestionnaire conseil / Advisory manager

Sylvain BourgetM.SC., CFA, Adm.A., CIMTM, FCSITM, Fin. Pl.
Advisory Manager, Professionals’ Financial – Private Management

Will be present at these conferences:
– Québec City (Wednesday, February 13)
– Trois-Rivières (Monday, February 25)

Benoit ChauretteM. Fisc., Fin. Pl.
Manager, Professional Practice, Professionals’ Financial

Will be present at these conferences:
– Laval (Thursday, February 7)
– Québec City (Wednesday, February 13)
– Saguenay (Monday, February 18)
– Montréal (Wednesday, February 20)

Shan-Shan ChuaCPA, CGA, DESS Fisc., Fin. Pl.
Tax Specialist and Financial Planner, Professional Practice, Professionals’ Financial

Will be present at these conferences:
– Sherbrooke (Monday, February 11)
– Brossard (Tuesday, February 12)
– Gatineau (Monday, February 18)
– Trois-Rivières (Monday, February 25)

Max D’AlessandroCFA
Senior Portfolio Manager, Fixed Income and Alternative Strategies, Professionals’ Financial

Will be present at these conferences:
– Sherbrooke (Monday, February 11)
– Gatineau (Monday, February 18)

Brigit Desroches, Gestionnaire conseil / Advisory Manager

Brigit DesrochesMBA, CIMTM
Advisory Manager, Professionals’ Financial – Private Management

Will be present at this conference:
– Montréal (Wednesday, February 20)

Yann Furic, B.B.A., M. Sc., CFA
Portfolio Manager, Asset Allocation and Alternative Strategies, Professionals’ Financial

Will be present at these conferences:
– Laval (Thursday, February 7)
– Saguenay (Monday, February 18)
– Montréal (Wednesday, February 20)
– Trois-Rivières (Monday, February 25)

François LandryCFA
Senior Vice-President and Chief Investment Officer, Professionals’ Financial

Will be present at these conferences:
– Brossard (Tuesday, February 12)
– Québec City (Wednesday, February 13)

Dominic MartinMBA, CFA
Advisory Manager, Professionals’ Financial – Private Management

Will be present at these conferences:
– Laval (Thursday, February 7)
– Gatineau (Monday, February 18)

Robert NaoumB.A.A., CIMTM, FCSITM
Advisory Manager, Professionals’ Financial – Private Management

Will be present at this conference:
– Brossard (Tuesday, February 12)

 

Questions?

You have some concerns? Questions? We will forward them to our panelists who will be able to answer you the night of your conference!

To send your questions, please use the form available on the French version of the page by clicking here.

Facebook Live

The Financial presents the Quèbec City conference live on its Facebook page on Wednesday, February 13.

Join us at 6:45 pm!


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get in touch with one of our advisors