My account

Enhance your financial knowledge

You want to be better equipped to achieve your personal and professional life goals?

Attuned to your goals, we leverage the expertise of our advisors and advisory managers, as well as that of our tax specialists, notaries and portfolio managers, to offer you activities to expand your financial planning and investment knowledge.

Choose the formula that suits you:

Don’t miss our next rendez-vous!

  • September 20 to 29, 2019
    Major conferences
    Retirement Experience Weekend 2019
    Baie-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!

  • Sept. 25 to Oct. 23, 2019
    Major conferences
    Fall FINANCE rendez-vous 2019
    Montreal, Quebec City

    How are your finances doing? In a relaxed and stimulating environment, we offer you a series of rendez-vous to help you make sound financial choices, in keeping with your lifestyle and your goals.

  • November 15 to 17, 2019
    Major conferences
    New practice weekend 2019
    L'Espace 4 Saisons, Orford

    The third edition of our New Practice Weekend, a weekend of financial workshops for doctors who have been in practice for less than five years, will be held from November 16 to 18, 2018.

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