Our solutions
Manage
Managing your financial stress
Incorporate
Transferring my investments in my corporation
Manage
Selling my notary practice
Incorporate
The 5,500-hour rule
Protect
My insurances
Protect
Wills and mandates
Protect
My insurances
Protect
My insurances
Plan
Make my budget
Invest
How to invest
Manage
My retirement income
Manage
My retirement income plan
Plan
Planning my retirement
Plan
Planning my… retirement?
Plan
Planning my parental leave
Manage
Paying off my debts: How to come out ahead?
Incorporate
Should I incorporate?
Invest
Buying my notary office
Build
Buying a first home
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
From all backgrounds, these students have the potential to bring dynamism and progress to their profession and to society. [...]
DIALOGUE Newsletter January 21, 2019 Happy New Year 2019! Investing [...]
Do you contribute the maximum annual amount to your registered savings plans? If you haven’t already done so, make a resolution to optimize your savings in your registered plans in order to benefit from the tax deductions or grants available to you. [...]
