MBA, FCSITM, Adm.A, F. Pl., B.I.B.C.
Vice-President, Marketing and Wealth Management
On the move!
Yes, September has arrived! Whether you’re still in school or already in practice, coming out of lockdown or fully engaged in your professional activities, life is returning to normal. But like every September, there’s something new. Because every fall brings its share of changes, and this year changes abound.
Staying in touch… differently
The new reality we’re living in has changed some of the ways we do things. Our financial "rendez-vous," the informative, friendly events that we’ve held over the years to share with you lots of relevant information and good times, have now been transformed into virtual meetings, webinars and podcasts, to comply with social distancing requirements, of course! However, our desire to help you with your financial planning and having friendly exchanges with you remain the raison d’être of these meetings.
An opportunity for innovation
We have good news to share with you and a lot of information to help you manage your daily finances and your financial future. Our specialists pool their financial intelligence so that you can achieve your life projects and your ambitions.
We have also learned lessons from the health crisis that we’ve all gone through: we questioned the best practices of the industry and opened the door wide to innovation. There is a certain excitement in the air because we are entering a new phase in our development and we want to explore all the possibilities with you.