La Cible

Octobre 2020

La Cible, magazine officiel de l’IQPF, est destinée aux planificateurs financiers et leur permet d’obtenir des unités de formation continue (UFC). Chaque numéro aborde une étude de cas touchant les différents domaines de la planification financière.

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7 Daniel Lanteigne, F.Pl., B.B.A. Chair of the Board of Directors of the IQPF build the reputation of the profession. They will always be proud ambassadors for the IQPF. Congratulations! Congratulations as well to Caroline Marion, who was named Collaborator of the year 2019, in recognition of the work she does for the IQPF and for financial planning. Congress Our annual congress was webcast on September 24 and 25. To make it easier for all financial planners across Québec to take part, the IQPF had already been offering webcast attendance since 2015. Despite the success of this entirely on-screen event, though, we do hope that in 2021 we can gather in person. If so, the Château Frontenac will welcome us on October 21 and 22. Financial Planning Week Buoyed by the excellent results of our web campaign at the beginning of the pandemic, we made some major changes to the usual format of our Financial Planning Week campaign for 2020. Since the pandemic is still a big cause of concern, we thought it was important to be there for the public with high-quality personal financial advice, and that is why our campaign began in September. With the theme "L'IQPF s'invite chez vous" (We're inviting ourselves over!), we offer a five-part integrated strategy that consists of five webinars for specifically targeted audiences. Each webinar is promoted by a short video. We called on financial planners Nathalie Bachand, Sussy Galvez, Hugo Lehoux and David Truong, and I also had the pleasure of presenting one. Since money questions are often related to emotional reactions, psychologist and speaker Rose-Marie Charest also agreed to take part in the project to talk about this important aspect of our decisions. The main objective of the campaign is the same: convincing more Québecers to work with a financial planner. And on that note, enjoy your magazine!

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