The concept is simple: the more assets your family holds at Professionals’ Financial, the more you save on your annual management fees!
The advantages of sharing your advantages with your family:*
- Access to expert advice in private management: planning, investments, taxation, succession, securities, banking services, accounting management, insurance, etc.
- Personalized financial plan
- Reduction on your annual fees
The Family Advantages offer applies to the whole family unit. Are eligible :
Move forward with the assurance of protecting your wealth and growing your assets: offer financial sustainability to all the members of your family, for life!
3 months fee waiver
Ends June 30, 2020 :
- 3-month fee waiver if a household invests a minimum of $100,000 of assets.
- The 3-month fee waiver is not cumulative.
Fee-waiver period :
- For clients referred between January 1st, 2020 and June 30, 2020, the fee waiver begins on July 1st, 2020.
Terms of the offer
The Family Advantages offer features flexibility and is based on the following principles:
- The household of the member client of the Financial must hold assets of at least $250,000.
- It applies to the spouse of the member client as well as his or her children and grandchildren, parents, brothers and sisters, their spouses and their descendants, who invest a minimum of $25,000 per household.
- There is no limit on the number of eligible generations and family members.
- The Family Advantages offer may be subject to changes