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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-vousSometimes it’s hard to decide whether to save more or pay off our debts, since each option offers distinct advantages.
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24 February 2025
Distinctions, In focus, Newsfdp awarded Concilivi seal for 4th 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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21 February 2025
Financial and estate planning, In focus, In the media, NewsWhat to expect in 2025 according to Nicolas Karaoglanian in La PresseLa 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.
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13 November 2024
In focus, In the media, NewsOn Concilivi’s blog, Barbara Noaille talks about caregivernessBarbara Noaille, Talent Acquisition and Candidate Experience Manager, explains what led fdp Private Wealth Management to enhance its work-life balance measures by adding a caregiver component.
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16 October 2024
Distinctions, In focus, Newsfdp Private Wealth Management obtains Women in Governance’s Parity Certification
Obtaining the Parity Certification reflects our commitment to gender parity and the advancement of women from all backgrounds.
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15 October 2024
Financial panorama, In focus, NewsWhat moved the markets in SeptemberChina unveils new initiatives to stimulate its economy. First round of rate cuts by the Fed. The FTSE Canada Universe Bond Index, which includes Canadian government and corporate bonds, has posted a positive return of 4.27% year to date
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18 September 2024
Financial panorama, In focus, NewsWhat moved the markets in AugustOn September 4, the Bank of Canada cut its policy rate for the third time, by 0.25%, to 4.25%. The market is expecting two or three more cuts this year.
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15 August 2024
Financial panorama, In focus, NewsWhat moved the markets in JulySignificant rise in stock markets, mainly outside the U.S. Global economic slowdown.
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19 July 2024
In focus, In the media, News, Taxation and incorporationMarc-André Lavergne discusses AI in entracteMarc-André Lavergne, tax specialist at fdp Private management, summarizes, in the latest issue of entracte, the magazine of the Chambre des notaires du Québec, the thoughts of the Symposium sur l’impact de l’intelligence artificielle sur les professions de la planification financière et fiscale related to the notarial profession.
