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In focus
As part of Financial Literacy Month in November, we chose a unique approach: empowering children and young people to better understand financial management. To convey this message with authenticity and passion, we had the pleasure of working with Marie-Pier Drolet, wealth management advisor, who embodies our commitment to engaging audiences. [...]
As of November 26, fdp Private Wealth Management clients will be able to view their account documents on the Client Portal, our new secure platform. In addition to its new look, the Client Portal offers improvements that will enhance your user experience. [...]
Take a moment to read the advice of our Practice Leader, Financial Planning and Taxation, Marc-André Lavergne. While not exhaustive, this list of tips identifies a number of tax plans to consider over the coming weeks. [...]
