In our rapidly evolving and interconnected world, global events can have a local impact. Markets are often volatile, and tax rules can change. Our experts help you understand these issues and how they affect you.
- PromotionsSaving at the Financial can really pay off!
A habit that pays off Saving is easy when you get ideal guidance! Simplify your life with the Financial: join our savings program now and receive a bonus of up to $1,200 in your account1! What’s more, have your annual tax return prepared free of charge by the experts at MultiD!2 How does it work? […]
- Dialogue, NewsDialogue – May 2020 Edition
The newsletter for professionals. This issue: Outlook 2020 webinar on demand. Our award winning mutual funds. Financial markets and the coronavirus.
- NewsBeyond the crisis and the confinement
Close to you, at all times At Professionals’ Financial, the evolving pandemic has prompted us to quickly put in place many measures to protect both our clients and our employees. In compliance with government orders, our employees are teleworking, we’ve physically closed our various offices temporarily, and meetings with your advisor are being held via […]
- NewsCOVID-19: A windfall for cybercriminals
The other epidemic For phishing, experts, the pandemic linked to the discovery and spread of COVID-19 is a golden opportunity. With the massive flow of information, announcements, assistance measures, etc., these crooks are capitalizing on the widespread feeling of insecurity to step up their fraudulent activities around the world. This has not gone unnoticed by […]
- NewsCOVID-19: Capitalizing on the crisis: healthy opportunism
You can take action to limit the impact of events on your wealth and even take advantage of the crisis.