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11 May 2021
In the mediaClarify certain elements before retirementHow do you assess whether the investments for retirement will be sufficient? And above all, how long can a couple maintain their habits on these assets?
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27 April 2021
In the mediaIQPF designates Audrey Lopez de la Osa as his Spotlight
Audrey Lopez de la Osa, Wealth Management Advisor at fdp, held an interview with the Institut québécois de planification financière (IQPF), in which she describes how her role as an advisor has become a vocation.
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19 March 2021
In the mediaReal estate: get ready without getting overwhelmed by pressure and emotion
In the outbreak of real estate prices and the harshness of both buyers and sellers, Saber Gallali, B.A.A., F. Pl., Wealth Management Advisor, enlightens 24H Montréal’s readers on the traps to avoid in Anne-Sophie Roy’s article.
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04 November 2020
Financial and estate planning, In the mediaThe protection mandate in case of incapacityThe expertise of our notary Nathalie Poisson put to good use in La Presse.
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21 September 2020
Financial and estate planning, In the mediaJackpot or big inheritance: how to manage excess income?Our advisor Raphaël Hainault answers in La Presse +
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17 September 2020
In the mediaBernard Fortin in the IQPF spotlightIn the interview, he explains why and how he strives to better understand people.
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07 July 2020
In the mediaWelcome to our new partner Aviso Wealth
A new step toward implementing an enhanced offer.
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09 June 2020
In the mediaHow can you take time off to enjoy life without depleting your retirement savings?Our advisor Raphaël Hainault comments in La Presse +
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08 October 2019
In the mediaCase study : Raphaël Hainault in La Presse +
Raphaël Hainault, Wealth Management Advisor at Professional’s Financial was the feature expert in the La Presse + column Train de vie. Published on October 6,2019, the article presents the story of François and is spouse both to retire soon. The couple wish to help their rather spender son, not to buy a house, but to […]
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27 September 2019
In the mediaFinance in early medical practice
Philippe 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 […]
