In our rapidly evolving and interconnected world, global events can have a local impact. Markets are often volatile, and tax rules can change. Our experts help you understand these issues and how they affect you.
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NewsProfessionals’ Financial inaugurates its Laval Office
Montreal, May 22, 2018 – Professionals’ Financial, a wealth management company created by and for professionals, inaugurated on May 22 its brand new branch in Laval, at 2550 Daniel-Johnson Boulevard. To mark the occasion, more than 60 guests – clients, officers and employees of the Financial – gathered for an evening cocktail reception. On hand were […]
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NewsProfessionals’ Financial – Mutual Funds Inc. announces changes to the sub-managers of three of its fund
Montréal, October 6, 2017 – Professionals’ Financial – Mutual Funds Inc. (“FDP”), the investment fund manager and portfolio manager of the FDP Portfolios, today announces the withdrawal of Professionals’ Financial – Private Management Inc. (“Private Management”) as sub-manager of its funds and provides notice of the following resulting changes to the management of the FDP […]
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NewsProfessionals’ Financial invests in MultiD
Montréal, December 21, 2016 – Professionals’ Financial has become a shareholder in MultiD, a firm that specializes in accounting management and medical billing. “Our intention is to offer doctors a range of services that is even more complete and, above all, highly competitive. This ownership stake is fine proof of that. With all the changes recently […]
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NewsProfessionals’ Financial -Mutual Funds Inc. nominates new sub-managers and internalizes part of the management of FDP Global Fixed Income Portfolio
Montréal, December 13, 2016 – Professionals’ Financial – Mutual Funds Inc. (“FDP”), the investment fund manager of FDP Global Fixed Income Portfolio (the “Fund”), announces the execution of two portfolio sub-advisory agreements: one entered into with Amundi Canada Inc. (“Amundi Canada”) and the other entered into with Manulife Asset Management (US) LLC (“Manulife US”) and […]
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NewsProfessionals’ Financial: 2017 Best Employer in Canada, Platinum
Montréal, Novembre 18, 2016 – Professionals’ Financial has just been named a “2017 Best Employer in Canada, Platinum.” This honour is given to companies that obtained the best results in the Aon Hewitt survey. The Best Employer in Canada survey is the most comprehensive and respected workplace excellence survey in the country. Based on highly objective […]