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!
Presence at conventionsAssociation québécoise de chirurgie annual conferenceManoir 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.
Presence at conventionsJournées 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.
Presence at conventionsJournées annuelles de formation de l’AMMIQChâteau 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.
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!