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Financial intelligence,
a profitable asset
An approach based on your goals
Making the right financial decisions gives you the confidence you need when putting your most important ideas into action. That’s why our network of experts strives to offer you well-thought-out strategies in line with the ambitiousness of your goals.

Our approach also fits perfectly with all stages of your life. Reap the benefits of our advanced management skills, which are designed to meet your most sophisticated needs in the areas of personal financial and business planning. Get to know fdp Private Management—a highly personalized experience.
An approach that encompasses all professions.
Over 40 years of experience! Thanks to our ability to forge close links with professionals and hone our service delivery expertise, our approach meets the very highest industry standards.

From the beginning of your studies to retirement, all your major life events are taken into consideration. That means you’ll always be in the best vantage point when it comes to making the next decision.
Learn more
Professionals
How financial intelligence applies to physicians
We have in-depth knowledge of the realities you face as a physician. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Physicians
How financial intelligence applies to dentists
We have in-depth knowledge of the realities you face as a dentist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Dentists
How financial intelligence applies to notaries
We have in-depth knowledge of the realities you face as a notary. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Notaries
How financial intelligence applies to architects
We have in-depth knowledge of the realities you face as an architect. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Architects
How financial intelligence applies to pharmacists
We have in-depth knowledge of the realities you face as a pharmacist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Pharmacist
An approach that encompasses all professions.
Over 40 years of experience! Thanks to our ability to forge close links with professionals and hone our service delivery expertise, our approach meets the very highest industry standards.

From the beginning of your studies to retirement, all your major life events are taken into consideration. That means you’ll always be in the best vantage point when it comes to making the next decision.
Learn more
Professionals
How financial intelligence applies to physicians
We have in-depth knowledge of the realities you face as a physician. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Physicians
How financial intelligence applies to dentists
We have in-depth knowledge of the realities you face as a dentist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Dentists
How financial intelligence applies to notaries
We have in-depth knowledge of the realities you face as a notary. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Notaries
How financial intelligence applies to architects
We have in-depth knowledge of the realities you face as an architect. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Architects
How financial intelligence applies to pharmacists
We have in-depth knowledge of the realities you face as a pharmacist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Pharmacist
In focus
Read Nicolas Karaoglanian's article
Financial and estate planning, In focus, In the media, News
Nicolas Karaoglanian talks RRSPs on CJAD 800 AM

In an interview broadcast on CJAD 800 AM, wealth management advisor Nicolas Karaoglanian explains the importance of savings to host Andrew Carter and his listeners.

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Financial and estate planning, In focus, In the media, News
Manage your financial anxiety with Léa Saadé in Protégez-vous

Protégez-vous journalist Emmanuelle Gril speaks with Léa Saadé, Regional Vice-President, Montréal-Centre and North Shore, about how to reduce the stress of managing our finances.

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Distinctions, In focus, News
fdp awarded Concilivi seal for 3rd year!

Obtaining the Concilivi seal is an important recognition of the practices and policies we have developed for our employees to help them achieve a balance between their work and their personal and family life, as well as informal caregiving.

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First property

FHSA available at fdp

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