The concept is simple: the more assets your family holds at Professionals’ Financial, the more you save on your annual management fees! An offer that enables you to create more wealth for you and yours from generation to generation!.
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 your spouse, your children, grandchildren, parents, brothers and sisters, their spouses and their descendants.
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 Family Advantages offer features flexibility and is based on the following principles:
- 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.
3-month fee waiver promotion (ends December 31, 2019)
- 3-month fee waiver if a household invests a minimum of $100,000 of assets.
- The 3-month fee waiver is not cumulative.
- There is no limit on the number of eligible generations and family members.
- For clients referred between October 1, 2019 and December 31, 2019, the fee waiver begins on January 1, 2020.
Certain conditions apply with regards to family members who have access to the Family Advantages offer. Speak to your advisor for details.