On the agenda | Advise

The Canadian Club of Montreal is organizing a meeting with Jean-François Shalifa, President and CEO of Beneva. It will take place on May 9, 2022 from 12:00 to 13:45. To attend this event in person (to be determined) or in virtual mode, it’s here.

• SYMPOSIUM OF CFIQ INVESTMENT FUNDS

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

• PAYMENT STRATEGIES

This conference, which will take place on May 11, aims to help professionals optimize financial and fiscal payment strategies according to the client’s financial situation (business structure, family situation, goals, etc.) in the long run. More precisely, it will allow professionals to determine the level and type of income (REER, dividends, interest, etc.) annually to maximize the money available for retirement or property, depending on the client’s goals. Register here.

• SYMPOSIUM ON PLANNING AND DEPARTMENT PLANNING IN 2022

Take part in this symposium, which will take place on May 12 from 9:00 to 17:00 at the Plaza Hotel in Quebec. This symposium will discuss various aspects of estate planning and estate settlement to inform professionals about its legal and fiduciary implications.tax and thus enable them to better advise their clients when settling property. More about this event here.

• LUNCH CONVERSATION WITH GIM LEBLAN

CORIM invites you to the conference of Guy LeBlanc, President of Investissement Québec International. The conference “Making Quebec a Leader in the Green Economy” will be held on May 18 from 11:30 to 13:45 at Fairmont The Queen-Elizabeth. The live broadcast will begin at 1 p.m. To participate in the event, click here.

• SUMMARY OF FINANCIAL FINANCE SUMMIT OF 2022

Don’t miss the second summit on sustainable financing, which will take place on May 18-19, 2022 in Montreal. You can attend this summit in person at the Phi Center in Montreal, but a virtual opportunity is also available! More information here.

• EVOLUTION OF TRADING IN STOCK EXCHANGE, THEIR PLACE IN THE PORTFOLIO

May 26 from 12:00 to 13:00 Alain Debiense, ETF Director, Eastern Canada BMO Global Asset Management, Jean-François Giroud, Portfolio Manager and Head of IGP-Canada, Manulife, and Guy Lalande, Senior Adviser and Portfolio of the National Financial Bank will discuss the evolution of ETFs and their place in investment portfolios. Don’t miss this free webinar, moderated by Laurent Bukobza, Vice President, ETF Strategist, Mackenzie Investments. Click here to register.

• HARMONIOUS BREAK

Vincent and Marie-Pierre, both in their thirties, have actually been married for ten years and are the parents of two young children. After the birth of their second child, their couple began to break up. They turned to a marriage counselor, but to no avail. Thinking about it, the couple decided to end the relationship forever. Even if at the beginning of the relationship the couple entered into a cohabitation agreement, it is not complete and does not provide for everything. How to ensure a fair distribution of assets acquired over the past 10 years? Attend this 8-hour IQPF webinar and win 8 UFCs. This course is available on May 30 or September 9. To learn more, click here.

• INTEGRATION OF CLIMATE CHANGE INTO THE INVESTMENT PROCESS

If you’re already thinking about investing responsibly in your portfolio or wondering what the best practices are for a smart approach to climate change risk management, don’t miss this event, which will take place on May 31 from 11:30 to 1:00: 30:00 by registering here.

• PROSPECTS OF PRIVATE SHARE LEADERS

The AFFQ Professional Development Committee invites you to a web conference on May 31 from 12:00 to 13:30. It will bring together private equity leaders who oversee venture capital and capital development units in their respective institutions. To learn more about this event and the names of the various speakers, click here.

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

Morgan Housel, Collaborative Fund partner and former financial commentator Wall Street Journal, explores how seemingly irrational behavior can affect personal finances. Its analysis can help you better guide your customers. Come listen to it on June 2 from 12:00 to 13:00 by clicking here.

• EVENING FORECAST

CFA Montreal is holding a forecast evening on June 16 from 17:00 to 21:00. The invited experts will then share their views on the main trends affecting the global economy and financial markets, as well as on various topics, including the evolution of interest rates, currency fluctuations, bond prospects, stock markets, 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, this is a great opportunity to meet the elite of the Canadian derivatives market. Learn about the highlights of stock derivatives, interest rates, and the technology, regulation and clearing involved in this event. More details here.