Beginning of career ⋆ Financière des professionnels

Financial intelligence,
a lucrative quality

Smart financial guidance means anticipating what lies ahead.

As you embark on your professional career, we know what lies on the road ahead. In other words, we’re in the best position to help you manage your new financial situation and build your future on a solid set of foundations.

Boost your financial IQ.

Let’s start today!
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Manage my debt

Margin of credit
Budget
Repayment strategy

Save

Invest
TFSA, RESP, RSSP
Tax strategies
Responsible investing

My projects

Buying my first home
Becoming a parent
Travel

I’m starting from scratch

I need a good overall plan

The first step involves finding the right people to help.
Our experts are here to guide you.

Testimonials

"I may have started using fdp’s services a little late, at the end of what we call our clinical training. Despite that, I think I’ve forged a fairly close relationship with my advisor, and did so quite quickly. I never felt like I was just a number. The idea is to find products tailored to my work/life balance."

Dr. Maxime Caron-Goudreau, Resident anesthesiologist

"There’s a good deal of overlap in terms of the relationships I try to develop with my own clients and fdp’s approach. But with fdp, the roles are reversed: I’m the client who doesn’t know much about the financial sector, and they’re here to guide me and answer my questions."  

Andrei Roman,  Notary 

Some enriching reading material

Expert insight, In focus, News

Federal budget 2024-2025: changes to the capital gains inclusion rate

Federal Finance Minister Chrystia Freeland presented her 2024-2025 budget on Tuesday, April 16. At fdp Private Wealth Management, our specialists Anik Bougie, Practice Leader, Financial Planning and Taxation, and Marc-André Lavergne, Tax Specialist, analyzed this budget to determine the elements most likely to impact our professional clients.

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Financial and estate planning, In focus, In the media, News

Raphaël Hainault puts AI under the microscope

Raphaël Hainault analyzes the financial advice provided by Gemini, Google's conversational agent, in an article by Karim Benessaieh of La Presse.

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News

Remote working abroad and its consequences

Remote working abroad may have tax implications, and the responsibility lies as much with the employee as with the employer. Our Practice Leader, Financial Planning and Taxation, Anik Bougie, explains it all in Charles Poulin's article in Les Affaires.

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