Financiere Des Professionnels - Fonds D,investissement Inc.
Financière des professionnels - Fonds d’Investissement Inc. is a wealth management and investment fund manager based in Montréal, Québec, Canada. Founded in 1978 by the Fédération des médecins spécialistes du Québec, the firm initially served medical professionals and their families, later expanding to include groups such as dentists, notaries, architects, pharmacists, and general practitioners. The firm offers comprehensive financial services including investment funds, wealth management, private management, tax planning, financial planning, and retirement planning. It serves a clientele comprised mainly of professionals seeking personalized and sophisticated financial solutions. The company has between 51 and 200 employees.
Investment Strategy
Financière des professionnels – Fonds d’Investissement Inc. employs a diversified investment approach, tailoring portfolios to meet the unique requirements of professional clients. Their strategy includes a global allocation across equities, fixed income, and alternative assets. They emphasize an understanding of the professional's particular financial realities and life stages, using a comprehensive approach to wealth management, risk assessment, and planning. The firm leverages specialized expertise to provide hyper-personalized service with agility, innovation, and a focus on performance. Their portfolios often include major ETFs, blue-chip equities, and a strong allocation to global markets, with ongoing risk and opportunity management.
Top Holdings
Equity Positions (357)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEMG | ISHARES INC | 6.26% | $108.8M | 1,650,348 | $48.57 | $65.92 | +$9.7M |
S SPY | SPDR S&P 500 ETF TR | 5.29% | $91.8M | 137,798 | $427.48 | $666.18 | +$6.7M |
I IEFA | ISHARES TR | 4.79% | $83.1M | 951,953 | $68.37 | $87.31 | +$2.3M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.94% | $68.5M | 245,268 | $159.45 | $279.29 | +$20.6M |
M MSFT | MICROSOFT CORP | 3.38% | $58.6M | 113,160 | $357.83 | $517.95 | +$614.2K |