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Published quarterly, the CFA Montreal newsletter is an online publication offering content that is both interesting and beneficial to our professionals. Offering exclusive interviews, opinion pieces, information about the Society’s events and activities, industry appointments and personalities, market outlook news, and articles on a wide variety of subjects, the newsletter aims to spur ongoing dialogue among professionals in the Montreal financial industry.
We invite you to send us your areas of interest and ideas for articles. You are also welcome to submit texts you have written and wish us to consider for publication.*
*CFA Montreal reserves the right to decide whether or not to publish articles and to request revisions if it judges that the subject matter represents a sensitive issue or one that may negatively affect the Society or its members.
How to meet the wealth management needs of modern professionals
Whether you are an architect, lawyer, doctor or engineer, you have a unique family situation, aspirations and needs that require distinctive attention for the management of your assets.
Come and discover the approach of organizations specialized in wealth management, such as Financial Services Company Fonds FMOQ, Gestion FÉRIQUE and the Professionals' Financial.
Through this conference, you will better understand the importance of personalized wealth management consulting services provided by expert financial planners. This is a unique opportunity to learn about the trends forecasted by experts, and gain insights into the future, to better understand the adjustments to come or to be foreseen.
CFA Society Montréal has determined that this program qualifies for 1 CE credit(s) hour(s) under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member,
1 CE credit(s) for your participation in this program will automatically be recorded in your CE tracking tool