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In focus

  • 26 January 2024
    Financial and estate planning, In focus, In the media, News, Taxation and incorporation
    Anik Bougie interviewed in the Journal de Montréal

    In an article by Emmanuelle Gril of the Journal de Montréal, Anik Bougie, Practice Leader, Financial Planning and Taxation, illustrates the real value of two taxpayers’ after-tax income following a salary increase, based on their household composition.

  • 03 October 2023
    In focus
    Update to our Privacy Policy

    We have updated our Privacy Policy which deals with personal information, effective September 22, 2023.

  • 22 September 2023
    Bernard Fortin and Léa Saadé re-elected to IQPF Board of Directors - Read
    In focus, In the media
    Bernard Fortin and Léa Saadé re-elected to IQPF Board of Directors

    We are pleased to announce that Bernard Fortin, Vice-President, Private Management, has been elected for a second term as Chairman of the IQPF Board of Directors.

  • 14 September 2023
    In focus, In the media
    Anik Bougie interviewed in La Presse

    In an article by Stéphanie Bérubé of La Presse, Anik Bougie shares her expertise on new and, shall we say, less traditional employee benefits concepts.

  • 13 September 2023
    Pétrole - Read
    In focus, Investment and markets, News
    What moved the markets in August

    Viewed positively, the Canadian economy is slowing and the job market appears to be stabilizing. More negative aspect: inflation is slow to come down and the price of oil has returned to its peak of last November.

  • 05 September 2023
    Expert insight, In focus, Investment and markets, News
    Deciphering the markets: the value of economic indicators

    Leading economic indicators are among the tools that economists and investment strategists use to make plausible forecasts.

  • 07 August 2023
    Financial and estate planning, In focus, In the media
    A column Train de vie in La Presse with Raphaël Hainault

    In a column Train de vie in La Presse, the journalist Marc Tison and Raphaël Hainault, Wealth Management Advisor and Associate Portfolio Manager at fdp, discuss a case study in which a single woman in her mid-forties with a financial nest questions the appropriateness of acquiring a condo.

  • 31 July 2023
    In focus, In the media
    Anik Bougie talks about inheritance in La Presse

    In a column Train de vie in La Presse, the journalist Martine Letarte and Anik Bougie, Practice Leader, Financial Planning and Taxation at fdp, address the issue of leaving a substantial inheritance to loved ones, when one of the beneficiaries is addicted and others are under 18.

  • 18 April 2023
    In focus, In the media, Investment and markets
    Daniel Solomon, Vice-President and Chief Investment Officer

    fdp Private Management – Professionals’ Financial is proud to announce the appointment of Daniel Solomon, M.Sc., CFA, as Vice-President and Chief Investment Officer. In this capacity, he will head up all of the firm’s investment management activities and sit on its management committee.

  • 06 April 2023
    In focus, In the media, Investment and markets
    Léa Saadé provides advice in Protégez-Vous

    In an article of Emmanuelle Gril in Protégez-Vous, Léa Saadé, Regional Vice-President, Montreal Centre and North Shore at fdp Private Management, mentions that whoever wants to ride the wave of autonomous investment must have a solid foundation.

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