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!

  • September 12 to 27, 2017
    Major conferences
    What is the future of my incorporation?

    To help you understand the situation and make the right decisions, our tax specialists will share with you their analysis of the situation and explain how you can adjust your corporation’s activities in response to these changes. To find out more about the three tax practices that are at the heart of our analysis, read […]

  • Sept. 22 to Oct. 1, 2017
    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! Above all, be sure to properly plan your life projects.

  • Fall 2017
    Major conferences
    My Career, My Finances tour
    Montreal, Quebec City

    Our workshops: a wealth of information! It’s not always easy to make the right decisions at the beginning of your career. To help you, the Financial offers you a series of free workshops this fall with a single objective: to put you on a solid footing when the time comes to invest, incorporate, buy a […]

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