My account

Professionals’ Financial takes your interests to heart. For the sake of transparency and to keep you informed, here are the key elements of the regulatory framework in which we conduct our activities.

Like all wealth management firms, Professionals’ Financial is subject to many rules aimed at maintaining good practices and sound management of the assets under its responsibility.  

Here is a brief summary of our obligations and duties to you

The Financial’s activities are regulated by the Act respecting the regulation of the financial sector which is administered by the AMF.

The Financial is a member of:

  • IIROC, the Investment Industry Regulatory Organization of Canada
  • CIPF, the Canadian Investor Protection Fund

For your information !

Governance

For your protection

Investment Philosophy

Investor profile

Proxy Voting

Responsible investment

Privacy Policy

Unclaimed property

Independent Review Committee

Actualité financière

Financial Panorama

Security

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