Professionals’ Financial, a partner of the ACDQ

WEALTH MANAGEMENT COMPANY

Founded in 1978, Professionals’ Financial is a wealth management company based in Montreal. It offers private management products and services, wealth management and financial planning solutions, and a full range of mutual funds. Affiliated with numerous professional association shareholders including the ACDQ since 1981, Professionals’ Financial has committed self for 40 years to serve 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 dental surgeons:

  • Our new Private Portfolio Management for investors with family assets of at least $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 divided among the three major fund categories: fixed income funds, balanced funds and equity funds.
  • Our Securities Service, to consolidate all your assets in one place and obtain an overview of your investments.
  • Our tax experts, notaries and financial planners, who collaborate 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 practice, your retirement and estate plan, and much more.
  • Also, conferences and seminars developed as part of our educational mandate (presented during our markets conferences tour at the beginning of the year, Retirement Experience Weekends in early fall, the Dental Societies tour, and at other times and venues).

We’re there for you

The Financial’s Advisors dedicated to dental surgeons have their office on the premises, at the ACDQ head office. Take advantage of their expertise and benefit from their sound advice and quality assistance. Dial 514-282-1425, or go to the Our Experts/Our Advisors section of our professionalsf.com website.

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 of its family of funds and which 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.

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