-
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.
-
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.
-
16 February 2021
DialogueDialogue – February 2021 Edition
Outlook 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
-
10 February 2021
Expert insight, Financial and estate planningTrusts: new reporting requirementThe Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.
-
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.
-
07 January 2021
-
27 November 2019
-
27 November 2019
-
27 November 2019
-
27 May 2019
