40 ans
 
My account

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!

  • May 24 to 27, 2018
    Presence at conventions
    Association québécoise de chirurgie annual conference
    Manoir Richelieu, La Malbaie

    From May 24 to 27, drop by our booth and take a few moments to speak with our Wealth Management Advisor Yannick Bernier.

  • May 25 to 29, 2018
    Presence at conventions
    Journées dentaires internationales du Québec (JDIQ)
    Palais des congrès, Montreal

    On May 28 and 29, drop by our booth and take a few moments to speak with our Wealth Management Advisors.

  • May 30 and 31, 2018
    Presence at conventions
    Journées annuelles de formation de l’AMMIQ
    Château Mont-Saint-Anne, Beaupré

    On May 30 and 31, drop by our booth and take a few moments to speak with our Wealth Management Advisor Marie-Pier Drolet.

  • 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!

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