-
29 September 2019
NewsUnderstanding your investments – September editionProfessionals’ 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?
-
29 September 2019
Expert insight, Financial and estate planningChallenges of succession liquidators and testamentary trust trusteesA liquidator and a trustee are both persons of trust who must ensure that a patrimony is transmitted to its beneficiaries according to best practices. The choice of a liquidator or a trustee, especially when it concerns your patrimony, is essential.
-
29 September 2019
PlanHaving a big family: You can afford it!Nowadays, we speak of a big family when a couple has three or more children. If this is your case now or if it is one of your cherished dreams, you must already know that such a situation poses many challenges, including from a financial standpoint.
-
27 September 2019
In the mediaFinance in early medical practicePhilippe Beaudry, Wealth Management Advisor at Professional’s Financial, was asked to share is expertise in the September edition of Profession Santé. The article in the Gestion Santé section of the magazine discusses the importance of early financial planning for young doctors. Read how good coaching can help to avoid certain pitfalls and to maintain good […]
-
02 August 2019
Expert insightInvestment NewsOn May 2, 2019, the United States announced major sanctions against all countries that import Iranian oil. The U.S. administration’s intention was to deprive the Iranian regime of its main source of revenue by cutting the equivalent of 700,000 to 800,000 barrels of crude per day.
-
11 July 2019
Expert insight, Investment and marketsCreate a real impact with responsible investingFor the past ten years, the world of investment has been shaken up by the arrival of responsible investing, a new market trend which continues to grow.
-
27 May 2019
-
21 May 2019
Case study, In the mediaCase study by Raphaël Hainault in La Presse
Raphaël Hainault, Wealth management advisor at Professionals’ Financial, was the featured expert in the La Presse column Rêver de voyager à 69 ans. Published on May 19, 2019, the article presents the story of Denise, 69-year-old, who wants to fulfill her dream of seeing London and Paris. Mr. Hainault assesses Denise’s financial situation and offers […]
-
17 May 2019
Retirement InspirationJoin us in 2020!
-
13 May 2019
