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Would you like to learn more about incorporation strategies, retirement income, or the impact of your family status on your assets?

Did you know that it’s possible to organize a presentation on one of these topics for you and your colleagues, completely free of charge and at the place of your choice?

picto_conferencesSubjects of interest for you

Thanks to our close ties with the professional associations of our shareholders and partners, we have developed an offer of seminars and workshops on issues that directly concern you. They are facilitated by our tax specialists and notaries, as well as our wealth management experts, who share their knowledge and experience with you. The duration of these sessions is tailored to your reality, ranging from one hour to a full day. They can be easily integrated into your workday, whether during lunch hour or as part of an after-work reception, at your clinic or in your offices.

Our educational role

The Financial’s seminars and workshops can be offered as a continuing professional development (CPD) activity, since they comply with the Code of Ethics of the CQDPCM and with the Royal College CanMeds framework. So they can be presented without commercial bias, as they were during the 2014-2015 dental tour organized by the Ordre des dentistes du Québec. You might also consider holding a breakfast seminar on a specific subject as part of your professional association’s annual convention, a great way to combine business with pleasure!

Take this opportunity for you and your colleagues to be better informed and don’t hesitate to contact us. We’ll be pleased to respond to your request!

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