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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!

  • September 21 to 30, 2018
    Major conferences
    Retirement Experience Weekend
    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!

  • Novembre 16 to 18, 2018
    Major conferences
    New practice weekend
    Le Baluchon Eco-Villégiature

    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