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13 November 2024
In focus, In the media, NewsOn Concilivi’s blog, Barbara Noaille talks about caregivernessBarbara Noaille, Talent Acquisition and Candidate Experience Manager, explains what led fdp Private Wealth Management to enhance its work-life balance measures by adding a caregiver component.
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15 October 2024
Financial panorama, In focus, NewsWhat moved the markets in SeptemberChina unveils new initiatives to stimulate its economy. First round of rate cuts by the Fed. The FTSE Canada Universe Bond Index, which includes Canadian government and corporate bonds, has posted a positive return of 4.27% year to date
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18 September 2024
Financial panorama, In focus, NewsWhat moved the markets in AugustOn September 4, the Bank of Canada cut its policy rate for the third time, by 0.25%, to 4.25%. The market is expecting two or three more cuts this year.
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15 August 2024
Financial panorama, In focus, NewsWhat moved the markets in JulySignificant rise in stock markets, mainly outside the U.S. Global economic slowdown.
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06 February 2024
Distinctions, Investment and markets, News, Press releasefdp (Professional’s Financial) shines again with two new FundGrade A+® distinctionsOnce again, fdp (Professional’s Financial) shined during the gala evening held in Toronto on February 1 by Fundata inc., winning FundGrade A+® distinctions for remarkable and consistent risk-adjusted performance of two of its funds:
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18 April 2023
In focus, In the mediaDaniel Solomon, Vice-President and Chief Investment Officerfdp Private Management – Professionals’ Financial is proud to announce the appointment of Daniel Solomon, M.Sc., CFA, as Vice-President and Chief Investment Officer. In this capacity, he will head up all of the firm’s investment management activities and sit on its management committee.
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27 January 2023
Distinctions, News, Press releaseFundgrade A+ and Morningstar distinctions: Award-winning and 5-star funds for fdp
Montreal, January 27, 2023 – Once again this year, fdp (Professionals’ Financial) distinguished itself by receiving honours from Fundata Inc. at a gala held in Toronto on January 26.
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23 December 2022
Focus on Finance Express, Taxation and incorporationIncorporation: A must or something to consider?There is a lot of talk about incorporation in the professional world. However, just because you have the status of “professional” doesn’t mean you absolutely have to incorporate. As with any major step, you should assess your personal situation to determine whether incorporation has real benefits for you.
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02 December 2022
Financial and estate planningIPSOS survey – fdp: Who are our future professionals?We can’t repeat it enough: a personalized and optimized financial plan is key to your financial success, both in your personal life and in your profession.
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18 May 2021
DialogueDialogue – May 2021 EditionThe professionals’ newsletter. In the news: The real value of advice; ESG: much more than 3 letters! Expert insight: Your checklist for a successful financial plan. fdp welcomes you in our new customer areas at Complexe Desjardins. Our team is making the headlines.
