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17 May 2021
Expert insightAdvice, a valuable and much-sought-after commodity!Audrey Lopez de la Osa has a lot to say about her role as an advisor. In just a few questions, she gets to the heart of the matter, because the advisory aspect of her job is key for her.
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27 April 2021
In the mediaIQPF designates Audrey Lopez de la Osa as his SpotlightAudrey Lopez de la Osa, Wealth Management Advisor at fdp, held an interview with the Institut québécois de planification financière (IQPF), in which she describes how her role as an advisor has become a vocation.
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16 February 2021
DialogueDialogue – February 2021 EditionOutlook 2021 – fdp reaches new heights! – Private Management: how fdp adds value to your portfolio – Final RRSP sprint – It’s the January kick off! – Incorporation: what is your business limit? – Trusts: new reporting requirement
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10 February 2021
Expert insight, Financial and estate planningTrusts: new reporting requirementThe Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.
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08 February 2021
Expert insightQPIP: a plan for the families of todayThe QPIP improvements are significant and will help you better plan your maternity or parental leave.
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07 January 2021
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27 November 2019
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27 November 2019
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27 November 2019
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27 May 2019
