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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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17 November 2025
Financial panorama, In focus, Investment and marketsThe gold rush: A new global phenomenonHistorically, gold has been considered a safe haven and a hedge against currency devaluation, primarily of the U.S. dollar. Similarly, when longer-term U.S. interest rates exceed forecast inflation, the price of gold tends to remain stable or even decline, because if a government bond offers a 4% yield while inflation is 3%, your purchasing power is protected and even increased. The currency therefore retains its value.
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15 October 2025
Financial panorama, In focus, Investment and markets, NewsEconomic outlook and tariffs: market reactionsThe addition of 60,400 jobs in September exceeded expectations by 5,000 and reversed last month’s losses. Despite this increase, the unemployment rate remained stable at 7.1%. Wage growth also remained unchanged at 3.6%. The manufacturing sector added 27,800 jobs, suggesting that the Canadian economy is managing to grow despite tariffs.
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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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19 June 2025
Expert insight, In focus, Investment and marketsFinancial markets: Review of a turbulent first halfOn the eve of what we hope will be a rejuvenating summer period, we asked our Chief Investment Officer Daniel Solomon and two strategists on his team, Yann Furic and Max D’Alessandro, to share their takeaways from the first half of 2025 and how they see things going forward.
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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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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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13 March 2025
Financial panorama, In focus, NewsTariff wars and financial market fluctuations: Impact and outlookMarkets mostly down at the end of the month. Increased volatility due to tariff threats.
