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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 graduation 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.
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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.
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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.
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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 graduation 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
Focus on Finance Express
2021-2022 provincial budget: measures affecting professionals

On Thursday, March 25, the Minister of Finance, Mr. Éric Girard, tabled the Québec government’s 2021-2022 budget. After one year of the pandemic, the government had to take stock and set its priorities in order to give Quebecers a clear picture of its public finances.

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In the media
Real estate: get ready without getting overwhelmed by pressure and emotion

In the outbreak of real estate prices and the harshness of both buyers and sellers, Saber Gallali, B.A.A., F. Pl., Wealth Management Advisor, enlightens 24H Montréal’s readers on the traps to avoid in Anne-Sophie Roy’s article.

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Bitcoin "coins"
Focus on Finance Express
Bitcoin, the new Klondike?

Bitcoin has two sides, just like a traditional coin. On one side: its use as an alternative payment method to cash and credit cards. On the other: its use as an asset class in an investment portfolio.

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