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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!

  • February 7 to 25, 2019
    Major conferences
    Review, outlook and strategies
    8 cities in Quebec

    We have broadened the scope of our early-year Review, Outlook and Strategies conference tour to explore together not only the financial markets situation, but also developments concerning the various aspects of wealth management.

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