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  • 18 April 2024
    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.

  • 12 April 2024
    Financial panorama, Investment and markets
    What moved the markets in March

    No change to the Bank of Canada’s policy rate, nor to that of the U.S. Federal Reserve. The U.S. economy is still growing.

  • 12 March 2024
    Read the article (with city scape image behind)
    Financial panorama, Investment and markets, News
    What moved the markets in February

    No change in the Bank of Canada or Fed policy rates. Canadian economy slowing, but not in recession. Continued growth of the U.S. economy. Record levels on the U.S. market, driven by the theme of artificial intelligence.

  • 16 February 2024
    Investment and markets, News
    What moved the markets in January

    No rate hike by the Bank of Canada or the Fed. Canadian economy slowing, but not in recession. Solid growth of the U.S. economy.

  • 06 February 2024
    Fundgrade - Read
    Distinctions, Investment and markets, News, Press release
    fdp (Professional’s Financial) shines again with two new FundGrade A+® distinctions

    Once 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:

  • 17 January 2024
    Restauration - Closed - Read
    Investment and markets, News
    What moved the markets in December

    With inflation continuing to fall during the last quarter, the Canadian and U.S. central banks slowed their rate hikes, but are also considering rate cuts in 2024. However, the war is not won, as the heads of these institutions like to point out.

  • 13 December 2023
    Financial panorama, Investment and markets
    What moved the markets in November

    In November, PMIs once again showed a difference between the manufacturing economy, which is contracting, and the services economy, which continues to expand, although the pace is slowing.

  • 15 November 2023
    Expert insight, Taxation and incorporation
    Your year-end 2023 tax strategies

    Year-end is a good time to take stock of your finances. We share a series of useful recommendations.

  • 14 November 2023
    Financial panorama, Investment and markets
    What moved the markets in October

    Once again in October, the indices show a difference between the manufacturing economy, which is slowing, and the services component, which continues to grow but which, once again, is decelerating.

  • 13 October 2023
    Financial panorama, Investment and markets
    What moved the markets in September

    Once again in September, the indices show a marked difference between the manufacturing economy, which is slowing, and the services component, which continues to grow but which, once again, is decelerating.

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