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Financial and estate planning, In the mediaLéa Saadé, interviewed by Finance et Investissement
Léa Saadé reacts to a study that talks about the losses the finance industry faces by disregarding women in their strategies and approaches.
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In the mediaClarify certain elements before retirement
How 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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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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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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Financial and estate planning, In the mediaThe protection mandate in case of incapacity
The expertise of our notary Nathalie Poisson put to good use in La Presse.
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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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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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In the mediaWelcome to our new partner Aviso Wealth
A new step toward implementing an enhanced offer.
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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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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 […]