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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.

  • 22 November 2019
    Investissement responsable
    Responsible investment: Creating a positive impact with energy transition

    Traditional business models in question and new opportunities for investors.

  • 18 November 2019
    Strategies Fiscales
    Expert insight, News
    Your year-end tax strategies

    Year-end is a good time to take stock of your finances. We share a series of useful recommendations.

  • 30 September 2019
    Promo Avantages familles
    Your 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.

  • 30 September 2019
    Young 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 ! 

  • 29 September 2019
    Gestionnaires de portefeuille
    Understanding 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?

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