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Invest, PlanSave to achieve your life projects
Savings, as you know, are a tool. Not an end in itself, but a way to make your life plan come true.
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Financial panoramaFinancial Panorama-september
Global stock markets continue to grow. The world economy appears to be continuing a gradual recovery.
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Expert insightAn excellent report card!
In school, as in investment, performance is often evaluated over a given period: for a student, it’s the school year; for a portfolio manager, it’s a complete market cycle.
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Expert insight, Investment and markets, Taxation and incorporationThe leverage loan: a risk to consider
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Financial and estate planning, NewsYour family’s well-being above all!
We recognize the importance of family and the attachment it creates, and with our customized and personalized services, we want to give your loved ones the opportunity to realize their full potential.
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In the mediaBernard Fortin in the IQPF spotlight
In the interview, he explains why and how he strives to better understand people.
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Expert insight, Taxation and incorporationDoes incorporation have real value for entrepreneurs?
If you are in the process of becoming, or are already, an entrepreneur, a freelancer or a self-employed worker, you have probably heard about incorporation.
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Financial panoramaFinancial Panorama
Global stock market indices continued to trend upward, recouping another part of the losses suffered in the wake of the lockdown measures put in place due to the COVID-19 pandemic.
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Focus on Finance ExpressThe components of superior portfolio performance : tactical allocation
Moving at the right time to seize the right opportunities.
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Focus on Finance ExpressThe components of superior portfolio performance : strategic allocation
Accounting for no less than 10% of the total return and which involves determining the percentages allocated to each of the funds that make up the portfolio.