{"id":17738,"date":"2018-10-30T15:00:19","date_gmt":"2018-10-30T19:00:19","guid":{"rendered":"https:\/\/wwwprodaz.fprofessionnels.com\/?page_id=17738"},"modified":"2021-01-13T09:36:01","modified_gmt":"2021-01-13T14:36:01","slug":"referaprofessional","status":"publish","type":"page","link":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/","title":{"rendered":"Making referrals to us is worthwhile!"},"content":{"rendered":"<h4>Eligibility<\/h4>\n<p>The REFERRER is a client of Professionals Financial who receives Private Management services from the firm.<\/p>\n<p>To be eligible, the REFERRED PERSON must be a member of one of our shareholders (F\u00e9d\u00e9ration des m\u00e9decins sp\u00e9cialistes du Qu\u00e9bec, Association des chirurgiens dentistes du Qu\u00e9bec, Corporation de service des notaires du Qu\u00e9bec, Association des architectes en pratique priv\u00e9e du Qu\u00e9bec, Association qu\u00e9b\u00e9coise des pharmaciens propri\u00e9taires) and open an investment account with the Financial.<\/p>\n<h4>Terms<\/h4>\n<p>The REFERRER agrees to refer Clients to Professionals&#8217; Financial for the products and services of Professionals&#8217; Financial and to help Professionals&#8217; Financial establish a business relationship with them.<\/p>\n<p>For each referred person accepted, Professionals\u2019 Financial will give a reward tailored to the referrer\u2019s investment portfolio:<\/p>\n<ul>\n<li>Student and resident clients will receive a cash reward of $350.<sup>1 <\/sup><\/li>\n<li>Clients with a mutual fund investment portfolio will receive a $350 gift card.<span style=\"font-size: 12px;\">\u00a0<\/span><\/li>\n<li>Private Portfolio Management and Private Securities Management clients will receive three (3) month exemption on applicable\u00a0 fees for their household.<\/li>\n<\/ul>\n<p>Professionals&#8217; Financial will have to ensure that the referred person is eligible to open an investment account with the firm or to buy units of Professionals\u2019 Financial Funds and that the proposed investments, including investments in Professionals\u2019 Financial Funds, are suitable for them.<\/p>\n<p>This promotion is cumulative, so if a referrer refers two (2) new clients, they will receive two (2) rewards tailored to their investment portfolio, and so on and so forth.<\/p>\n<h4>Promotion period<\/h4>\n<p>The promotion ends on <strong>June 30, 2021.<\/strong><\/p>\n<h4>Fee exemption period<\/h4>\n<ul>\n<li>For clients referred between January 1, 2021 and June 30, 2021, the fee exemption for the REFERRER and the REFERRED PERSON begins on July1, 2021.<\/li>\n<\/ul>\n<h4><strong>Conditions<\/strong><\/h4>\n<ul>\n<li>This promotion applies to all our clients who refer a member of one of our five association shareholders, provided that either the Referrer or the Referred Person is in practice. Students and residents cannot take advantage of this promotion by referring each other.<\/li>\n<li>This promotion is cumulative, so if a referrer refers two (2) new clients, he will receive two (2) rewards, and so on and so forth.<\/li>\n<li>This promotion cannot be combined with another promotion. For example, a resident cannot benefit from the referral promotion at the same time as the periodic savings promotion.<\/li>\n<li>To participate in the promotion, contact <a href=\"https:\/\/www.fprofessionnels.com\/en\/our-experts\/our-advisors\/\" target=\"_blank\" rel=\"noopener noreferrer\">your advisor<\/a>.<\/li>\n<\/ul>\n<hr \/>\n<p><span class=\"note\"><sup>1<\/sup> The $350 amount for \u201cstudent and resident\u201d clients will be deposited in the Professionals\u2019 Financial non-registered investment accounts.<\/span><\/p>\n<div class=\"fonds-encadre\">\n<p><span class=\"note\">Professionals\u2019 Financial \u2013 Mutual Funds Inc. and Professionals\u2019 Financial \u2013 Private Management Inc. are wholly owned by Professionals\u2019 Financial Inc. Professionals\u2019 Financial \u2013 Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals\u2019 Financial \u2013 Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services.<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Eligibility The REFERRER is a client of Professionals Financial who receives Private Management services from the firm. To be eligible, the REFERRED PERSON must be a member of one of our shareholders (F\u00e9d\u00e9ration des m\u00e9decins sp\u00e9cialistes du Qu\u00e9bec, Association des chirurgiens dentistes du Qu\u00e9bec, Corporation de service des notaires du Qu\u00e9bec, Association des architectes en <a class=\"read-more\" href=\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":6,"featured_media":21425,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categorie-de-page":[101],"class_list":["post-17738","page","type-page","status-publish","has-post-thumbnail","hentry","categorie-de-page-non-indexee"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Making referrals to us is worthwhile! &#8902; fdp Gestion priv\u00e9e<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Making referrals to us is worthwhile!\" \/>\n<meta property=\"og:description\" content=\"Eligibility The REFERRER is a client of Professionals Financial who receives Private Management services from the firm. To be eligible, the REFERRED PERSON must be a member of one of our shareholders (F\u00e9d\u00e9ration des m\u00e9decins sp\u00e9cialistes du Qu\u00e9bec, Association des chirurgiens dentistes du Qu\u00e9bec, Corporation de service des notaires du Qu\u00e9bec, Association des architectes en [...]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/\" \/>\n<meta property=\"og:site_name\" content=\"fdp Gestion priv\u00e9e\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Fprofessionnels\/\" \/>\n<meta property=\"article:modified_time\" content=\"2021-01-13T14:36:01+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.fprofessionnels.com\/wp-content\/uploads\/2019\/07\/Coeur_210295225-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"798\" \/>\n\t<meta property=\"og:image:height\" content=\"599\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Fprofessionnels\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/\",\"url\":\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/\",\"name\":\"Making referrals to us is worthwhile! &#8902; fdp Gestion priv\u00e9e\",\"isPartOf\":{\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#primaryimage\"},\"thumbnailUrl\":\"\/wp-content\/uploads\/2019\/07\/Coeur_210295225-1.jpg\",\"datePublished\":\"2018-10-30T19:00:19+00:00\",\"dateModified\":\"2021-01-13T14:36:01+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#primaryimage\",\"url\":\"\/wp-content\/uploads\/2019\/07\/Coeur_210295225-1.jpg\",\"contentUrl\":\"\/wp-content\/uploads\/2019\/07\/Coeur_210295225-1.jpg\",\"width\":798,\"height\":599},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\/\/www.fprofessionnels.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Making referrals to us is worthwhile!\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/#website\",\"url\":\"https:\/\/www.fprofessionnels.com\/en\/\",\"name\":\"fdp Gestion priv\u00e9e\",\"description\":\"Une longueur d\u2019avance dans vos prises de d\u00e9cisions financi\u00e8res\",\"publisher\":{\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.fprofessionnels.com\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/#organization\",\"name\":\"Financi\u00e8re des professionnels\",\"url\":\"https:\/\/www.fprofessionnels.com\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/#\/schema\/logo\/image\/\",\"url\":\"\/wp-content\/uploads\/2016\/06\/logo-fpro.png\",\"contentUrl\":\"\/wp-content\/uploads\/2016\/06\/logo-fpro.png\",\"width\":292,\"height\":184,\"caption\":\"Financi\u00e8re des professionnels\"},\"image\":{\"@id\":\"https:\/\/www.fprofessionnels.com\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/Fprofessionnels\/\",\"https:\/\/x.com\/Fprofessionnels\",\"https:\/\/www.linkedin.com\/company\/financi-re-des-professionnels\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Making referrals to us is worthwhile! &#8902; fdp Gestion priv\u00e9e","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/","og_locale":"en_US","og_type":"article","og_title":"Making referrals to us is worthwhile!","og_description":"Eligibility The REFERRER is a client of Professionals Financial who receives Private Management services from the firm. To be eligible, the REFERRED PERSON must be a member of one of our shareholders (F\u00e9d\u00e9ration des m\u00e9decins sp\u00e9cialistes du Qu\u00e9bec, Association des chirurgiens dentistes du Qu\u00e9bec, Corporation de service des notaires du Qu\u00e9bec, Association des architectes en [...]","og_url":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/","og_site_name":"fdp Gestion priv\u00e9e","article_publisher":"https:\/\/www.facebook.com\/Fprofessionnels\/","article_modified_time":"2021-01-13T14:36:01+00:00","og_image":[{"width":798,"height":599,"url":"https:\/\/www.fprofessionnels.com\/wp-content\/uploads\/2019\/07\/Coeur_210295225-1.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_site":"@Fprofessionnels","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/","url":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/","name":"Making referrals to us is worthwhile! &#8902; fdp Gestion priv\u00e9e","isPartOf":{"@id":"https:\/\/www.fprofessionnels.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#primaryimage"},"image":{"@id":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#primaryimage"},"thumbnailUrl":"\/wp-content\/uploads\/2019\/07\/Coeur_210295225-1.jpg","datePublished":"2018-10-30T19:00:19+00:00","dateModified":"2021-01-13T14:36:01+00:00","breadcrumb":{"@id":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#primaryimage","url":"\/wp-content\/uploads\/2019\/07\/Coeur_210295225-1.jpg","contentUrl":"\/wp-content\/uploads\/2019\/07\/Coeur_210295225-1.jpg","width":798,"height":599},{"@type":"BreadcrumbList","@id":"https:\/\/www.fprofessionnels.com\/en\/referaprofessional\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Accueil","item":"https:\/\/www.fprofessionnels.com\/en\/"},{"@type":"ListItem","position":2,"name":"Making referrals to us is worthwhile!"}]},{"@type":"WebSite","@id":"https:\/\/www.fprofessionnels.com\/en\/#website","url":"https:\/\/www.fprofessionnels.com\/en\/","name":"fdp Gestion priv\u00e9e","description":"Une longueur d\u2019avance dans vos prises de d\u00e9cisions financi\u00e8res","publisher":{"@id":"https:\/\/www.fprofessionnels.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.fprofessionnels.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.fprofessionnels.com\/en\/#organization","name":"Financi\u00e8re des professionnels","url":"https:\/\/www.fprofessionnels.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.fprofessionnels.com\/en\/#\/schema\/logo\/image\/","url":"\/wp-content\/uploads\/2016\/06\/logo-fpro.png","contentUrl":"\/wp-content\/uploads\/2016\/06\/logo-fpro.png","width":292,"height":184,"caption":"Financi\u00e8re des professionnels"},"image":{"@id":"https:\/\/www.fprofessionnels.com\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Fprofessionnels\/","https:\/\/x.com\/Fprofessionnels","https:\/\/www.linkedin.com\/company\/financi-re-des-professionnels"]}]}},"_links":{"self":[{"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/pages\/17738","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/comments?post=17738"}],"version-history":[{"count":16,"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/pages\/17738\/revisions"}],"predecessor-version":[{"id":32567,"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/pages\/17738\/revisions\/32567"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/media\/21425"}],"wp:attachment":[{"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/media?parent=17738"}],"wp:term":[{"taxonomy":"categorie-de-page","embeddable":true,"href":"https:\/\/www.fprofessionnels.com\/en\/wp-json\/wp\/v2\/categorie-de-page?post=17738"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}