Services

Financial Planning – Professionals Financial

Founded in 1978, the Professionals' Fund Group offers first-rate financial services to the members of its shareholder professional groups, including the ACDQ, since 1981. Its mission is to help you achieve your growth objectives while protecting your capital. A team of expert advisors and managers at the Group oversees the management of your assets and estate planning. The Group manages more than $1.7 billion in assets between its two subsidiaries, Mutual Funds and Private Wealth Management.

Professionals' Fund – Mutual Funds is a financial services firm that sees to the development and management of mutual investment funds. It offers services such as retirement, financial and tax planning and estate management, and can even guide you through the incorporation process. It manages more than $1.25 billion in assets.

Professionals Funds - Private Wealth Management, a member of the Investment Dealers Association of Canada (IDA), is dedicated to discretionary portfolio management. Private wealth management lets you benefit from an exclusive mixture of asset classes and securities carefully selected for you. It manages more than $385 million in assets.

CONDITIONS

Management fees are among the lowest in the industry. Group advisors will be pleased to give you more information.

ELIGIBILITY

All Quebec dentists and their family members are eligible.

PROCEDURE

Contact the Professionals' Fund Group directly.
www.groupefdp.com

Back to List of Services