JUNE 2018
 They say things come in threes…And, sure enough, for a third year in a row, Francis Sabourin was recognized at the Canadian Wealth Professional Awards, an awards ceremony that celebrates excellence in financial planning.
This time, Francis was named Portfolio/Discretionary Manager of the Year. He was also a finalist for Outstanding Global Advisor of the Year, which he had won in 2016 and 2017. Francis was joined by his wife, Linda, and received his prize at a ceremony held in Toronto on May 31.
It’s great news – and a great honour – for all of our team, as this prize is a sign of our efforts to serve you well. Congratulations, Francis!
Enjoy your summer!
Do you have vacation or other exciting plans for the summer season? As for us, our offices will stay open all summer, but our newsletter will take a break and will return in September. Until then, we hope you have a fantastic summer!
Until next time!
Francis, Gilles and Josée
How to manage your financial paperwork
Image credit: Steve Buissinne
Thanks to technology, it’s possible to adopt a basically paper-free approach to managing your financial records. However, access to and storage of electronic documents requires good security habits. Here are a few tips to effectively manage each type of document.
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55 activities to take advantage of summer in Québec City
 Image credit: Immigration.ca
Why not plan an escape to the splendid capital region over the next few weeks? There are so many things to do in the summer in Québec City that you just wish it would last longer! Here are 55 suggestions of tourist, cultural, and sporting activities to inspire you.
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