News & Events

April 28, 2021

A half-day seminar on professional advice of the future [CSF Prolab videoconference]

April 8, 2021

New mandatory health measures: are now in force!

March 9, 2021

Professional financial counseling: what’s in it for me?

February 9, 2021

What is the purpose of the investor profile?

February 1, 2021

The end of the period is near… don’t wait to update!

January 11, 2021

The FNA: your advisor’s diagnostic tool

December 2, 2020

Factors that can influence the financial value of your business

December 2, 2020

Parental insurance: “because these moments won’t last forever”

October 21, 2020

Customer segmentation in the succession process

October 14, 2020

Transferring clients to a new advisor: case studies and lessons learned: case #4

October 6, 2020

The compliance checklist in a context of succession

October 6, 2020

What tax rate should be used for asset allocation?