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.
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!
Major conferencesFall FINANCE rendez-vous 2019Montreal, Quebec City
How are your finances doing? In a relaxed and stimulating environment, we offer you a series of rendez-vous to help you make sound financial choices, in keeping with your lifestyle and your goals.
Major conferencesNew practice weekend 2019L'Espace 4 Saisons, Orford
The third edition of our New Practice Weekend, a weekend of financial workshops for doctors who have been in practice for less than five years, will be held from November 16 to 18, 2018.