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.
- NewsResponsible investment: Creating a positive impact with energy transition
Traditional business models in question and new opportunities for investors.
- Expert insight, NewsYour year-end tax strategies
Year-end is a good time to take stock of your finances. We share a series of useful recommendations.
- NewsYour family’s well-being above all!
We recognize the importance of family and the attachment it creates, and with our customized and personalized services, we want to give your loved ones the opportunity to realize their full potential.
- NewsYoung people and social media: the risks of networking
Do you know the platforms used by your children and their friends? Make them aware of the dangers to which they may be exposed. Remember that they are targets of choice !
- NewsUnderstanding your investments – September edition
Professionals’ Financial always makes it a point to offer you a range of mutual funds that respond to your needs as an investor. All asset classes are represented in our offer, in addition to funds developed to respond to changing markets. What tangible benefits do these external managers bring to your investment portfolio?