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!
Terms of the offer
- 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