TEMPORARY CLOSURE OF THE CLIENT PORTAL – SYSTEM UPDATE
The Client Portal will be unavailable starting Friday, September 5, at 5 p.m. for a system update. Access will be restored during the day on Sunday, September 7, once maintenance is complete. The Wealth Management team’s phone service remains available during regular business hours (Monday to Thursday, 8 a.m. to 8 p.m.; Friday, 8 a.m. to 5 p.m.) at 514-788-6485 or toll-free at 1-800-291-0337. Thank you for your understanding.

Strategies to maximize your income

Do you have questions about investing and how to optimize your financial situation? You don’t have an estate plan and aren’t very familiar with the concept?

In this series of conferences, offered jointly with Genium 360, experts will share practical advice and useful strategies to help you build your financial future.


Please note that the conferences will be in French

Férique
An exclusive series of a conference and webinars

Conference – September 18 at 5 pm

  1. Bâtir sa richesse grâce à la Bourse
    with Karman Kong from @Elleinvestit
  2. Lancement du Rapport d'enquête sur la rémunération en génie au Québec 2025-2026
    with Anne-Marie Delisle and Mathieu Gagné


Webinar – October 23, at 12 pm

Faire des choix judicieux pour maximiser ses revenus en 2025
with Paul-Antoine Jetté

Webinar – November 13, at 12 pm
Les étapes clés pour planifier sa succession
with Me Éric Lavoie

Webinar – December 5, at 12 pm
Planification fiscale de fin d’année et nouveautés
with Nathalie Hotte

Duo of conferences

(in French)

You will be redirected to the Genium360 website for registration to this in-person event.
Limited seating. Registration required.


📅 Thursday, September 18, 2025
🕔 5 p.m. to 8 p.m
📍 Maison Alcan, Montréal

Férique
Férique

Férique

Does investing seem complicated to you? Do you feel your financial goals are out of reach? This conference is for you. 

In this first event of the series, we welcome Karman Kong, also known as Elleinvestit, a litigation lawyer, author, and passionate personal finance communicator. 

On the agenda:

  • Key concepts in personal finance
  • Practical tips for getting started with investing
  • Strategies to build wealth and aim for financial independence

Férique

Exclusively at this event, discover the major salary trends from the new Rapport d'enquête sur la rémunération en génie au Québec 2025-2026. Created by Genium360, this reference tool provides an overview of the salary situation and working conditions in Quebec's engineering field.


Anne-Marie Delisle, Assistant Vice-President at Léger, will present the survey's methodology. Mathieu Gagné, Consulting Strategist, will present the report's key findings.

Férique
Faire des choix judicieux pour maximiser ses revenus en 2025

In 2025, every dollar counts… but you still need to know how to make each dollar work for you. In this webinar, Paul-Antoine Jetté, author and economic columnist known for his clear and incisive style, shows how to get the most out of your income, optimize your family taxation, and take into account the latest developments related to parental unions.

Discover the key levers to turn your gross income into a truly optimized net income. And for your investments? Paul-Antoine demonstrates that if your tax bill and management fees are not under control, your savings efforts might not be enough!

A potentially rewarding opportunity to rethink your financial strategy, consolidate your achievements, and build an income plan tailored to your reality and ambitions.


📅 Thursday, October 23, 2025
🕛 12 pm to 1 pm
🖥️ Zoom

Férique
Les étapes clés pour planifier sa succession

Estate planning is much more than a mere formality: it is an essential process to ensure that your wishes are respected after passed away and can help preserve family harmony. Although there is no one-size-fits-all approach, there are certain key steps that can help you structure this process effectively.


In this webinar, Me Éric Lavoie, notary specializing in family, estate, and personal law, will guide you through the main steps of estate planning. Using concrete examples, he will highlight the factors to consider and the decisions to make. A valuable opportunity to deepen your knowledge of the topic and ask your questions.


📅 Thursday, November 13, 2025
🕛 12 pm to 1 pm
🖥️ Zoom

Férique
Planification fiscale de fin d’année et nouveautés

As the end of the year approaches, tax planning becomes an essential strategic tool to optimize your financial situation. What concrete tools are available to develop or adjust your strategies? What new developments should Canadian taxpayers pay special attention to in 2026?


Find out in this webinar with Natalie Hotte, tax specialist and financial planner at the Centre québécois de formation en fiscalité. In this session, Natalie will help you better understand taxation and the impact of upcoming changes so you can take informed action.


📅 Friday, December 5, 2025
🕛 12 pm to 1 pm
🖥️ Zoom

Your speakers

  • Karman King
    Karman Kong Lawyer, author and columnist
  • Paul-Antoine Jetté
    Paul-Antoine Jetté MBA, CPA auditor, CA
  • Férique
    Me Éric Lavoie Partner Notary
  • Férique
    Natalie Hotte Practice Leader – Risk Management and Tax Knowledge
  • Férique
    Nicolas Samaan Vice President, Business Development

Reach financial independence faster

Think about the future. Start investing today.