Services
Investment Brokerage – Professionals Financial
Founded in 1978, the Professionals’ Financial 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 oversees the management of your assets and estate planning. The Financial manages more than $1.8 billion in assets between its two subsidiaries, Mutual Funds and Private Wealth Management.
Today, the Professionals’ Financial offers Quebec professionals private wealth management, mutual funds and financial planning services. Its investment solutions are focused on long-term returns and capital protection, while its management and other fees are some of the lowest in Canada.
Professionals’ Financial – Mutual Funds is a financial services firm that sees to the development and management of mutual investment funds. It manages more than $1.3 billion in assets.
Professionals’ Financial – Private Wealth Management, a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), 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 $500 million in assets.
CONDITIONS
Management fees are among the lowest in the industry. Professionals’ Financial advisors will be pleased to give you more information.
ELIGIBILITY
All Quebec dentists and their family members are eligible.
PROCEDURE
Contact the Professionals’ Financial directly.
www.groupefdp.com