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22 April 2024
Financial and estate planning, In focus, In the media, NewsRaphaël Hainault puts AI under the microscopeRaphaël Hainault analyzes the financial advice provided by Gemini, Google’s conversational agent, in an article by Karim Benessaieh of La Presse.
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18 April 2024
Expert insight, In focus, NewsFederal budget 2024-2025: changes to the capital gains inclusion rateFederal 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.
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04 April 2024
In focus, In the media, News, Taxation and incorporationSeniors and caregivers, you’re entitled to tax creditsAnik Bougie, Practice Leader, Financial Planning and Taxation, in her latest media appearances, points out that you may be eligible for tax credits based on certain criteria. She says that to avoid confusion and to make sure you know which government programs you’re eligible for, seeking help from a professional can be a considerable asset.
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22 March 2024
Financial and estate planning, In focusWhat is the added value of a financial planner?We asked Chantal Lamoureux and Bernard Fortin about how the profession of financial planner has evolved and the added value that financial planners offer to professionals, the self-employed and entrepreneurs.
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18 March 2024
In focus, In the media, News, Taxation and incorporationAnik Bougie live at LCNIn an interview at LCN, Anik Bougie, Practice Leader, Financial Planning and Taxation at fdp, She informs Simon and her audience of the availability of a number of social and fiscal measures to ease the budget of caregivers, seniors and people with disabilities.
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07 March 2024
In focus, In the media, News, Taxation and incorporationAnik Bougie explains the gaps between employer’s tax slips
The amount on your Relevé 1 is different from the amount on your T4? fdp’s Practice Leader, Financial Planning and Taxation, Anik Bougie, reassures us and explains why in an article by Jean-Michel Clermont-Goulet in the 24 heures journal.
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01 March 2024
Financial and estate planning, In focus, In the media, NewsNicolas Karaoglanian talks RRSPs on CJAD 800 AMIn an interview broadcast on CJAD 800 AM, wealth management advisor Nicolas Karaoglanian explains the importance of savings to host Andrew Carter and his listeners.
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01 March 2024
Financial and estate planning, In focus, In the media, NewsManage your financial anxiety with Léa Saadé in Protégez-vousProtégez-vous journalist Emmanuelle Gril speaks with Léa Saadé, Regional Vice-President, Montréal-Centre and North Shore, about how to reduce the stress of managing our finances.
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20 February 2024
Distinctions, In focus, Newsfdp awarded Concilivi seal for 3rd year!Obtaining the Concilivi seal is an important recognition of the practices and policies we have developed for our employees to help them achieve a balance between their work and their personal and family life, as well as informal caregiving.
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01 February 2024
Financial and estate planning, In focus, In the media, NewsAnik Bougie explains the loud budgeting in the Journal 24 heures
You might have seen some influencer talking about their finest tricks to save money all over social media. This new tendency is called loud budgeting.
