Family Advantages ⋆ Financière des professionnels
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 ot 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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