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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.

Registration

Interested in participating in our next edition of Meet the experts? Add your name to our mailing list and you’ll be the first to be notified when registration begins!

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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For an analysis of your situation,
get in touch with one of our advisors