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.
Registration
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Presenters
Julie Labrosse
Regional Vice President, Western Quebec, Professionals’ Financial
Will be present at these conferences:
– Laval (Thursday, February 7)
– Brossard (Tuesday February 12)
Bernard Fortin, MBA., 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)
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
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, B.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, M.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 Chaurette, M. 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 Chua, CPA, 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’Alessandro, CFA
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, MBA, CIMTM
Advisory Manager, Professionals’ Financial – Private Management
Will be present at this conference:
– Montréal (Wednesday, February 20)
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)
Senior Vice-President and Chief Investment Officer, Professionals’ Financial
Will be present at these conferences:
– Brossard (Tuesday, February 12)
– Québec City (Wednesday, February 13)
Advisory Manager, Professionals’ Financial – Private Management
Will be present at these conferences:
– Laval (Thursday, February 7)
– Gatineau (Monday, February 18)
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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