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02 December 2025
Financial and estate planning, In focusEmpowering young people to build their independence with Marie-Pier DroletAs part of Financial Literacy Month in November, we chose a unique approach: empowering children and young people to better understand financial management. To convey this message with authenticity and passion, we had the pleasure of working with Marie-Pier Drolet, wealth management advisor, who embodies our commitment to engaging audiences.
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29 September 2025
Financial and estate planning, In focus, In the media, NewsNicolas Karaoglanian contributes to the “Personal Finance” series in La PresseIn a special series, Nicolas Karaoglanian, wealth management advisor, shares his expertise on a growing trend: using the value of your property to support your retirement. He emphasizes that, while this strategy can be relevant, it must be part of an overall financial plan that considers future needs, tax implications, and available alternatives. It’s a thoughtful approach to a peaceful retirement!
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11 August 2025
Financial and estate planning, In focus, In the media, NewsMarie-Pier Drolet discusses mortgage repayment at retirement in La Presse
In a case study from Camille Dauphinais-Pelletier’s “Train de vie” column in La Presse, Lise, a reader, wonders if it’s better to use her Quebec Pension Plan and Old Age Security pensions to pay off her mortgage quickly.
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30 June 2025
Financial and estate planning, In focus, NewsNathalie Poisson in Les AffairesThe new parental union regime takes effect today, meaning that common-law spouses who have a child after June 29, 2025, will be subject to this law.
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12 June 2025
Financial and estate planning, In focus, NewsNathalie Poisson interviewe on 106.3FM
The new parental union regime will take effect on June 30 to ensure fair treatment and protect the rights of children born out of marital unions. Nathalie B. Poisson, notary at fdp Private Wealth Management, explained the changes this will bring for families in the interview conducted by Guillaume Dumas on Radio-Canada’s 106.3 FM radio station in Quebec City on June 3.
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27 May 2025
Financial and estate planning, In the mediaOur experts advise you in Profession SantéThe front-page feature in the May 2025 issue of Profession Santé magazine, entitled Diagnostiquer ses finances pour soigner son avenir, focuses on financial planning for professionals. Two of our wealth management advisors had the opportunity to collaborate on this issue, covering some of the most interesting and relevant aspects of financial management for both doctors and pharmacists.
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13 May 2025
Financial and estate planning, In focus, In the media, NewsRetirement Planning with Nicolas Karaoglanian in La Presse
Emotions and the overwhelming amount of information about stock market movements don’t naturally mix well when planning for retirement.
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24 February 2025
Financial and estate planning, In focus, In the media, NewsPay off your debts or save with Marie-Pier Drolet in Protégez-vous
Sometimes it’s hard to decide whether to save more or pay off our debts, since each option offers distinct advantages.
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21 February 2025
Financial and estate planning, In focus, In the media, NewsWhat to expect in 2025 according to Nicolas Karaoglanian in La Presse
La Presse journalist Émilie Laperrière asked Nicolas Karaoglanian about his forecasts for the financial markets in 2025.
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17 February 2025
Financial and estate planning, In focus, In the media, NewsTax-saving tips for retirees with Nicolas Karaoglanian in the Journal de Montréal
In a recent article by journalist Emmanuelle Gril in the Journal de Montréal, Nicolas Karaoglanian points out a few strategies to pay less tax in retirement.
