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.

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The presence of an asterisk indicates that the information is required to complete my registration. By filling out this form, I authorize Professionals' Financial - Private Management (fdp) and its subsidiaries/partners to process my personal information (PI) in order to answer my request and to better understand my needs related to my request. I understand that fdp may access my personal information (PI) in order to get to know me better, meet my needs and provide me with the best possible services and client experience. I may at any time request access to my PI, rectify my PI, withdraw my consent where permitted, ask fdp questions about how my PI is handled or file a complaint about the handling of my PI by writing to: rprp@fdpgp.ca.
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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

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

Holidays and financial management with Léa Saadé on LCN

Léa Saadé, Regional Vice-President, Montreal Centre, North Shore, was on LCN on Saturday, July 20, giving viewers of Québec Matin, hosted by Simon Gamache Fortin, tips on how to enjoy a stress-free vacation.

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In focus, In the media, News, Taxation and incorporation

Marc-André Lavergne discusses AI in entracte

Marc-André Lavergne, tax specialist at fdp Private management, summarizes, in the latest issue of entracte, the magazine of the Chambre des notaires du Québec, the thoughts of the Symposium sur l’impact de l’intelligence artificielle sur les professions de la planification financière et fiscale related to the notarial profession.

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Financial panorama, In focus, Investment and markets, News

What moved the markets in June

Growth in U.S. markets and weakness in the Canadian market. Gradual slowdown in the U.S. and Canadian economies.

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