Financière des professionnels
 
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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 :
  • Children and grandchildren, parents, brothers and sisters, their spouses and their descendants of the member client
  • Trusts
  • Companies

 

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!

CONTACT AN ADVISOR TODAY!

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
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