On the agenda | Advise

The Canadian Club of Montreal is organizing a meeting with Jean-François Chalifoux, President and CEO of Beneva. It will be held on May 9, 2022 from 12 pm to 1:45 pm To attend this event in person (to be determined) or in virtual mode, here it is.

• CFIQ INVESTMENT FUNDS SYMPOSIUM

Join the CFIQ Investment Funds Seminar on May 10 from 8:30 am to 12:30 pm Open to all investment fund professionals, the virtual symposium is your gateway to a premium experience that provides insight into the topics shaping the industry, as well as the opportunity to interact with leaders and experts in the domain. To learn more, click here.

• DISBURSEMENT STRATEGIES

This conference, to be held on May 11, aims to help professionals optimize financial and financial repayment strategies according to the client’s financial situation (business structure, family situation, goals, etc.). in a long -term perspective. More specifically, it will allow professionals to decide on the level and type of income (REER, dividends, interest, etc.) annually to maximize money available for retirement or for property, depending on the client’s goals. Register here.

• SYMPOSIUM ON ESTATE PLANNING AND ESTATE SETTLEMENT 2022

Participate in this symposium to be held on May 12 from 9 am to 5 pm at the Plaza Hotel in Quebec. This symposium will discuss various aspects of estate planning and the settlement of a property to inform professionals about its legal and fiduciary implications.taxes and thus allows them to better advise their clients when arranging a property. More details on this event here.

• LUNCH TALK WITH GUY LEBLANC

CORIM invites you to a conference by Guy LeBlanc, President of Investissement Québec International. The “Working Quebec a leader in the green economy” conference will take place on May 18 from 11:30 am to 1:45 pm at Fairmont The Queen-Elizabeth. A live online broadcast will begin at 1 pm To attend the event, click here.

• 2022 SUSTAINABLE FINANCE SUMMIT

Don’t miss the second edition of the Sustainable Finance Summit to be held on May 18-19, 2022 in Montreal. It is possible to attend this Summit in person at the Phi Center in Montreal, but a virtual option is also available! More info here.

• THE EVOLUTION OF FUNDS TRADE ON THE STOCK EXCHANGE, THEIR PLACE IN THE PORTFOLIO

On May 26 from 12 pm to 1 pm, Alain Desbiens, ETF Director, Eastern Canada BMO Global Asset Management, Jean-François Giroux, Portfolio Manager and Head of IGP-Canada, Manulife, and Guy Lalonde, Senior Advisor and portfolio, National Bank Finance will discuss the evolution of ETFs and their place in investment portfolios. Don’t miss this free webinar hosted by Laurent Boukobza, Vice President, ETF Strategist, Mackenzie Investments. Click here to register.

• A HARMONIOUS BREAK

Vincent and Marie-Pier, both in their thirties, have been de facto married for ten years and are parents of two young children. After the birth of their second child, their marriage began to break up. They consulted a marriage counselor, without success. After some thought, the couple decided to end their relationship permanently. Even if the couple signs a cohabitation agreement at the beginning of their relationship, it is not complete and does not provide everything. How can equal sharing of assets acquired over the past 10 years be ensured? Attend the 8 hour IQPF webinar and win 8 UFCs. This course will be available on May 30 or September 9. To learn more, click here.

• INCLUDING CLIMATE CHANGE IN THE INVESTMENT PROCESS

If you’re already starting to consider investing responsibly in your portfolio or wondering what are the best practices for a reasonable climate change risk management strategy, don’t miss this event that will take place on May 31st of 11:30 am to 1:30 pm by registering here.

• PERSPECTIVES FROM PRIVATE EQUITY INDUSTRY LEADERS

The AFFQ Professional Development Committee invites you to a webconference to be held on May 31 from 12 pm to 1:30 pm It will bring together private equity leaders who oversee both the venture capital and development capital divisions at their respective institutions. To learn more about this event and find out the names of the different speakers, click here.

• THE PSYCHOLOGY OF MONEY: LESSONS ABOUT WEALTH, GREED AND HAPPINESS

Morgan Housel, partner at the Collaborative Fund and former financial columnist for wall street journal, examines how seemingly irrational behavior can influence personal finances. Evaluating it can help you better direct your customers. Come and listen to it on June 2 from 12 pm to 1 pm by clicking here.

• NIGHT FORECAST

CFA Montreal hosts an evening forecast on June 16 from 5 pm to 9 pm Invited experts will share their perspectives on key trends influencing the world economy and financial markets, as well as others Other topics include the evolution of interest rates, currency fluctuations, the outlook for bonds, the stock market, natural resource prices and more. Register here.

CANADIAN ANNUAL DERIVATIVES CONFERENCE

TMX Group invites you to its annual conference, which will take place on June 20-21, 2022, a great opportunity to connect with the elite of the Canadian derivatives market. Learn about the highlights of equity derivatives, interest rate derivatives as well as technology, regulation and clearing by participating in this event. More details here.

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