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fdp Private Wealth Management

One step ahead of your next financial decision
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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.
With you since 1978
Over forty years of nurturing close ties and consolidating our expertise with our customers and their families has enabled us to develop a flexible approach that meets the complexities and highest standards of the industry.

We anticipate every step of your journey, so you're always one step ahead of your 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.
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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
With you since 1978
Over forty years of nurturing close ties and consolidating our expertise with our customers and their families has enabled us to develop a flexible approach that meets the complexities and highest standards of the industry.

We anticipate every step of your journey, so you're always one step ahead of your 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
Financial and estate planning, In focus, In the media, News
Managing a loved one’s bills after their death with Catherine Cloutier in La Presse

In an article by Emmanuelle Gril in Le Journal de Montréal, Catherine Cloutier, Practice Leader, Notary, notes that the estate liquidator is responsible for administering the estate.

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Financial panorama, Investment and markets
Towards a swift resolution of the conflict?

The current conflict in Iran clearly demonstrates the need for various economies to adapt to new and complex challenges.

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Communiqué de presse - READ
Press release
fdp Private Wealth Management acquires a majority stake in MultiD

Montreal, February 10, 2026 — fdp Private Wealth Management today announced the immediate acquisition of a majority interest in MultiD, further strengthening a long‑standing relationship between two organizations created by and for physicians.

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