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.
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NewsIdentity Theft
Identity theft is a serious crime and it’s growing. How can we fight this problem more common than we might think?
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NewsProfessionals’ Financial inaugurates its Laval Office
Montreal, May 22, 2018 – Professionals’ Financial, a wealth management company created by and for professionals, inaugurated on May 22 its brand new branch in Laval, at 2550 Daniel-Johnson Boulevard. To mark the occasion, more than 60 guests – clients, officers and employees of the Financial – gathered for an evening cocktail reception. On hand were […]
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NewsProfessionals’ Financial – Mutual Funds Inc. announces changes to the sub-managers of three of its fund
Montréal, October 6, 2017 – Professionals’ Financial – Mutual Funds Inc. (“FDP”), the investment fund manager and portfolio manager of the FDP Portfolios, today announces the withdrawal of Professionals’ Financial – Private Management Inc. (“Private Management”) as sub-manager of its funds and provides notice of the following resulting changes to the management of the FDP […]
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NewsProfessionals’ Financial invests in MultiD
Montréal, December 21, 2016 – Professionals’ Financial has become a shareholder in MultiD, a firm that specializes in accounting management and medical billing. “Our intention is to offer doctors a range of services that is even more complete and, above all, highly competitive. This ownership stake is fine proof of that. With all the changes recently […]
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NewsProfessionals’ Financial -Mutual Funds Inc. nominates new sub-managers and internalizes part of the management of FDP Global Fixed Income Portfolio
Montréal, December 13, 2016 – Professionals’ Financial – Mutual Funds Inc. (“FDP”), the investment fund manager of FDP Global Fixed Income Portfolio (the “Fund”), announces the execution of two portfolio sub-advisory agreements: one entered into with Amundi Canada Inc. (“Amundi Canada”) and the other entered into with Manulife Asset Management (US) LLC (“Manulife US”) and […]