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All our lectures are free and will be hosted online as webinars, on the Microsoft Teams platform. Once you've signed up, you'll receive an email with instructions on how to join the meeting. All our lectures are offered in French only.
Speakers: Beatriz Barahona, Senior Responsible Investment Advisor and Sophie Sylvain, Senior Wealth Management Business Strategy Advisor
There are many ways to power your portfolio with responsible investment. Learn how responsible investing can help you grow your portfolio and have a positive impact on communities and the environment.
Tuesday, May 17, 2022
7:00 p.m.
Online
Speaker: To be announced
Date to come
Sign-up link to follow
Speaker: To be announced
Date to come
Sign-up link to follow
Speaker: Maître Mario Fleury, Notary
Learn more about the legal aspects of estate planning and get advice about transferring your assets.
Monday, April 25, 2022
6:30 p.m. to
8:00 p.m.
Online
Speaker: To be announced
Develop a clearer understanding of financial and tax strategies and of the challenges involved in planning and managing retirement income.
Monday, September 19, 2022
6:30 p.m. to
8:00 p.m.
Online
Speaker: Éric Roy, Assistant Market Development Manager
Learn more about the steps involved in buying a new home.
Monday, October 3, 2022
6:30 p.m. to
8:00 p.m.
Online
Speaker: To be announced
Learn more about securing your finances to deal with unexpected events, including why you should write a will, how to protect your heirs and what you should know about inheritances and estate inventories.
Monday, October 31, 2022
6:30 p.m. to
8:00 p.m.
Online
Speakers: Maître Mario Fleury, Notary, and David Beaulieu, Groupe ATHOS
Find out more about the various stages in an estate settlement and the role of the liquidator.
Monday, November 21, 2022
6:30 p.m. to
8:00 p.m.
Online
All our webinars are free and will be hosted online, on the Microsoft Teams platform. Once you've signed up, you'll receive an email with instructions on how to join the meeting.
For more information, contact your advisor directly or call the caisse at 418-842-1214.