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Damage insurance
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Insurance of persons and financial planning
Code of Ethics Professional practice New members
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Damage insurance
Development obligations My PDU file Course catalog Training providers
Insurance of persons and financial planning
Guide to compulsory professional development Access to the Member's Area Course catalog Training providers
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The Quebec middle class faced with four challenges

Over the past 50 years, the Quebec middle class has undergone significant transformations, notably in terms of its composition, assets and debt levels. This is revealed in a portrait 1 recently published by the Observatoire québécois des inégalités (OQI), which highlights some of the challenges …

Article

Can Grandma enrich her descendants?

Quebec’s baby boomers are aging and preparing to pass on their wealth—that’s life. But beware: the anticipated inheritance tsunami won’t affect everyone equally. Far from it. That is what the latest study from the Observatoire québécois des inégalités, titled “ Les héritages au Québec, quel impact …

Article

Personal finance for women: publication of a new practical guide

ÉducÉpargne and the Chambre de la sécurité financière (“the CSF”) announce the publication of a guide on personal finance for women (in French only). This initiative is the final component of the “ Faut qu'on se parle ” campaign for the public, which was designed to raise awareness among savers, …
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