Keeping you well informed is a priority
The entire Professionals’ Financial team places great importance on its educational mission, which is part of the mandate given by its board of directors. Accordingly, we have drawn on the expertise of our tax specialists, notaries, financial planners and portfolio managers to develop various activities to enhance the financial planning and investment knowledge of professionals.
Responding to the requests of many clients who wish to be well informed on these topics, our informative rendez-vous take various forms: conferences on particular subjects, theme weekends, financial strategy presentations, customized seminars for a convention of your professional association, etc. Some of these events can even count for continuing education credits.
If you think that a well-informed professional is better able to make choices that will secure their financial future, we think like you!
Don’t miss our next rendez-vous!
Major conferencesWhat is the future of my corporation after 2018?5 cities in Quebec
Our tax specialists will review these latest developments and analyze the impact of the reform to help you make the best decisions concerning your corporation. A unique opportunity to benefit from the expertise of our specialists and to ask your questions! Our tax specialists What will we discuss? The measures announced on February […]
Presence at conventionsAssociation des anesthésiologistes du Québec (AAQ) annual conferenceHotel Mortagne, Boucherville
The Professionals’ Financial team will be present at the Association des anesthésiologistes du Québec (AAQ) annual conference which will be held on April 14, 2018 at the Hotel Mortagne in Boucherville.
Presence at conventionsAssociation des médecins psychiatres du QuébecPlaza Downtown, Montreal
The Professionals’ Financial team will be present at the Association des médecins psychiatres du Québec‘s event, the Condensé, which will be held on April 19 and 20, 2018 at the Hotel Plaza Downtown Montreal. Drop by our booth and take a few moments to speak with our Wealth Management Advisors.
Presence at conventionsAssociation des pédiatres du Québec (APQ) annual conferencePalais des congrès, Montreal
The Professionals’ Financial team will be present at Association des pédiatres du Québec (APQ) annual conference which will be held on April 19 and 20, 2018 at the Palais des congrès of Montreal. Drop by our booth and take a few moments to speak with our Wealth Management Advisor Maurice Salameh.
Major conferencesRetirement Experience WeekendBaie-St-Paul, North Hatley
What type of retirement do you have in mind? Gradual retirement, greater involvement in your sports, cultural or volunteer activities, trips to new destinations, freedom to do what you want; it’s up to you! Above all, be sure to properly plan your life projects.