Wealth Management Company
Professionals’ Financial, a wealth management company based in Montreal, was founded in 1978. The company offers private management products and services, wealth management and financial planning solutions, and a full range of mutual funds. Affiliated with several professional association shareholders, including the ACDQ since 1981, Professionals’ Financial has committed for the past 40 years to serving the interests of its clients with an emphasis on impartiality and performance, while maintaining some of the most competitive management fees in the Canadian market.
Our customized solutions for dentists include:
- Our new Private Portfolio Management for investors with family assets of $250,000 or more, which offers you sophisticated investment vehicles and a choice of approaches tailored to your investor profile.
- Our Private Securities Management for investors with family assets of $1 million or more, which is based on personalized management of your portfolio, built using advanced fixed-income and equity approaches.
- Our FDP Portfolios, a complete range of mutual funds spread across the three major fund categories: fixed-income funds, balanced funds and equity funds.
- Our Securities Service, which consolidates all your assets in one place and provides an overview of your investments.
- Our tax experts, notaries and financial planners, who team up with your advisor to provide you with the best advice on incorporating your practice, tax strategies that will help you optimize your wealth, the purchase or sale of your clinic, your retirement and estate plan, and much more.
- Also, conferences and seminars developed as part of our educational mandate (presented during our market conferences tour at the beginning of the year, Retirement Experience Weekends in early fall and during the Dental Societies tour).
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds in its family of funds and offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer, member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), which offers portfolio management services.