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NEWSLETTER SUBSCRIPTION

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.
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Apr
11
Dialogue with our leaders
Dinner

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.

Join us for an inspiring evening!

 

 

PANELISTS  
2019-04-11-Photo_Fabienne-Lacoste.jpg

FABIENNE LACOSTE, CFA

President and CEO

Gestion FÉRIQUE

Learn more

 

2019-04-11-Photo_Andre_Sirard.jpg

ANDRÉ SIRARD, CFA

President and Chief Executive Officer

Professionals’ Financial

Learn more

 

2019-04-11-Photo_Jean-Pierre-Tremblay.jpg

JEAN-PIERRE TREMBLAY

Executive Vice President

Société de services financiers Fonds FMOQ inc.

Learn more

 

 

MODERATOR

 
2019-04-11-Photo_Mark_Auger.jpg

MARK W. AUGER

Executive Vice-President of Investments

Financière Savoie

Learn more

 

 

Broadcasting partner:

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Agenda
5:15 PM | REGISTRATIONS/ COCKTAIL
6:15 PM | DINNER
7:15 PM | DIALOGUE
8:45 PM | END
CE CREDIT
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
Thank you to our sponsors
DATE
April 11 2019 | 05:15PM  - 08:45PM
VENUE
The Windsor, 1170, Peel St., Montréal
FOR MORE INFORMATION
(514) 990-3772
activity@cfamontreal.org
PRICE (plus taxes)
Tickets must be paid in advance with Visa, Visa Debit or MasterCard.
CFA Mtl Member | $100.00
Non-member | $125.00
Table of 8 | $850.00
REGISTRATION DEADLINE
April 5 2019
CANCELLATION POLICY
Cancellations will no longer be accepted after noon, on April 5th.
Become a member
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