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.
Presence at conventionsSociété dentaire Nord-Sud annual conferenceLa Vigie
The Professionals’ Financial team will be present at the Société dentaire Nord-Sud annual conference which will be held on September 6 and 7, at La Vigie. Drop by our booth and take a few moments to speak with our Wealth Management Advisors Steve Castonguay and Lise Giguère.
Special daysGolf tournament – Société dentaire de l’EstrieClub de golf Manoir des sables
Participerez-vous au tournoi de golf de la Société dentaire de l’Estrie? Nous y serons! Le 7 septembre 2018 au Club de golf Manoir des sables.
Presence at conventionsSociété dentaire de Montréal conferenceHotel Ruby Foo, Montreal
Are you attending the next conference organized by the Société dentaire de Montréal? We’ll be there! On September 10, 2019 at the Hotel Ruby Foo in Montreal. Drop by our booth and take a few moments to speak with our Wealth Management Advisors David Lachance and Maurice Salameh.
Major conferencesRetirement Experience Weekend 2019Baie-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!
Presence at conventionsFamiliprix annual conferenceHilton Hotel, Quebec City
Are you attending the Familiprix annual conference? We’ll be there! On September 14 an 15 at Fairmont Queen Elizabeth in Montreal. Come and meet us!