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Are your education needs covered?

As a partner of your business success, we offer you the opportunity to participate in seminars to enhance various skills related to the practice of your profession.

You can attend workshops on subjects such as:

  • Incorporation of professionals
  • Cash damming
  • Legal and estate issues
  • Retirement: psychological and financial aspects
  • Tax basics
  • Customized financial workshops for young professionals
  • And much more

In addition, we can prepare an educational activity especially for you on a subject of your choice and in the form you prefer.

Accredited seminars

Some aspects of our wealth management expertise are related to the key competencies sought by professionals. Seminars can be organized that are free of commercial bias and that meet industry standards. Eligibility criteria for education credits vary according to the professional order.

Send us your seminar request and we’ll get back to you promptly to discuss it with you.

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