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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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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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03 October 2023
In focusUpdate to our Privacy PolicyWe have updated our Privacy Policy which deals with personal information, effective September 22, 2023.
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05 September 2023
Expert insight, In focus, Investment and markets, NewsDeciphering the markets: the value of economic indicatorsLeading economic indicators are among the tools that economists and investment strategists use to make plausible forecasts.
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18 April 2023
In focus, In the mediaDaniel Solomon, Vice-President and Chief Investment Officerfdp 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.
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28 June 2022
In focusBernard Fortin appointed Chairman to IQPF’s Board of DirectorsBernard Fortin appointed Chairman to IQPF’s Board of Directors
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26 January 2022
Distinctions, In focus, NewsThe year 2022 starts on a promising note for fdp employees!We’re proud that the initiatives and innovative actions developed for our employees in 2020 and 2021 have been recognized: fdp is a winner of the 2021 Honorary Award from the Health Enterprises Group!
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10 November 2021
Distinctions, In focus, NewsHealth and well-being of our employees: fdp stands out!At fdp, we’re very involved and we take the overall health of our employees to heart with practices, services and programs that truly meet their needs. Their well-being is a priority for us and our mission is to provide a caring and stimulating work environment by addressing issues that directly concern and affect them.
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07 January 2021
