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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!

  • April 25 and 26, 2019
    Presence at conventions
    Association des pédiatres du Québec (APQ) annual conference
    Palais des congrès, Montreal

    We’ll be there! Drop by our booth and take a few moments to speak with our Wealth Management Advisor Maurice Salameh.

  • April 26 to 28 2019
    Presence at conventions
    Convention – Société québécoise de néphrologie
    Sofitel hotel, Montreal

    Are you attending the Société québécoise de néphrologie convention? We’ll be there! On April 26 to 28, 2019, at the Sofitel hotel in Montreal. Drop by our booth and take a few moments to speak with our advisor Hany Malek.   Booth shared with:

  • 26 avril 2019
    Presence at conventions
    Training day – Société dentaire Mauricie et Bois-Francs
    Le Baluchon, hotel

    The Professionals’ Financial team will be present at the next training day of the Société dentaire de la Mauricie et Bois-Francs which will be held on April 26 at the hotel Le Baluchon. Drop by our booth and take a few moments to speak with our Wealth Management Advisors Steve Lamontagne and Hélène Rodrigue.

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