Our solutions
my career
practice
transition
Manage
Managing your credit
Manage
Managing your financial stress
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Using credit responsibly
Incorporate
Transferring my investments in my corporation
Incorporate
The 5,500-hour rule
Manage
Selling my dental practice
Protect
My insurances
Protect
Wills and mandates
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My insurances
Protect
My insurances
Plan
Make my budget
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How to invest
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My retirement income
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My retirement income plan
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Planning my retirement
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Planning my… retirement?
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Planning my parental leave
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Paying off my debts: How to come out ahead?
Incorporate
Should I incorporate?
Build
Buying a first home
Invest
Buying my dental practice
Forty years of being there for professionals
The Financial is celebrating its 40th anniversary and for the occasion, some of our clients, passionate people, accepted to testify about their journey, their profession and the link they have with the Financial. Discover what drives them by clicking here.
In focus
Fostering change The Financial has been concerned about social and environmental issues for many years now. ESG (Environment – Society – [...]
Among the measures that provoked the strongest reactions are the changes related to the tax on split income. Other major changes related namely [...]
Highly rated funds Thanks to this turnaround, 82% of our Series A funds were above their respective median in the [itg-tooltip href="http://tooltip" [...]
