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Watch the videos

Over the past few weeks, we have had the pleasure of welcoming you to our Private Wealth dinners. We hope these gatherings were insightful and gave you the opportunity to explore important topics related to your wealth, estate planning and financial future.

For those who were unable to attend, as well as for participants who would like to revisit certain topics, we have put together a series of video capsules featuring our expert partners and members of our team.

Enjoy!

Please note that the videos are presented in French

Well guided, for life (in French)

With Mélanie Goulet and the Private Wealth team

A reflection on the value of professional guidance, the impact of behaviour on financial decisions, and the importance of a comprehensive approach to protecting and growing your wealth.

The difference between planning and hoping (in French)

With Me Éric Lavoie, partner notary, Novallier (PME INTER Notaires)

When it comes to estate planning, the best intentions can never replace proper planning. Discover why preparing for the future can help avoid many unexpected challenges.

Life insurance: an estate and tax planning tool (in French)

With Valérie Ménard, Ménard & Associés

Far beyond simple financial protection, life insurance can play a strategic role in wealth transfer and tax planning.

Tax and wealth: planning for a more effective transfer (in French)

With Marc-André Sauvé, CPA, Partner, MALLETTE

Thoughtful tax planning can make a significant difference for your loved ones. Explore strategies that can help transfer more value to future generations.

Investing with discipline: beyond market emotions (in French)

With Francis Fortin, Chief Investment Officer at FÉRIQUE Fund Management

Commentary on the DALBAR 2025 Investment Study
Markets fluctuate, and so do our emotions. Discover how certain behaviours can affect long-term returns and what can be done to avoid them.

Orkestral: your dynamic and intelligent financial forecast (in French)

With Mélanie Goulet and the Private Wealth team

Visualize the impact of your decisions through personalized projections that evolve with your financial situation and life goals.

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