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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 PresseIn 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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27 May 2025
Financial and estate planning, In the mediaOur experts advise you in Profession SantéThe front-page feature in the May 2025 issue of Profession Santé magazine, entitled Diagnostiquer ses finances pour soigner son avenir, focuses on financial planning for professionals. Two of our wealth management advisors had the opportunity to collaborate on this issue, covering some of the most interesting and relevant aspects of financial management for both doctors and pharmacists.
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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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24 February 2025
Financial and estate planning, In focus, In the media, NewsPay off your debts or save with Marie-Pier Drolet in Protégez-vous
Sometimes it’s hard to decide whether to save more or pay off our debts, since each option offers distinct advantages.
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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 Presse
La 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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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.
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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.
