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14 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie talks about donation of shares listed on the stock exchange in Les AffairesAnik Bougie answers a reader’s question: what are the tax consequences of a donation of shares listed on the stock exchange?
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29 September 2023
In the media, NewsLéa Saadé’s portrait in the ConseillerIn an interview given to Sylvie Lemieux in the Conseiller, Léa Saadé, MBA., Adm.A, Fin. Pl., Regional Vice-President, Montreal Centre, North Shore, at fdp Private Management, who has been involved in several challenges, many of which have been recognized, talks about her career in finance and reveals the key to her resilience.
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28 September 2023
Financial and estate planning, In the media, NewsMarie-Pier Drolet & Yannick Bernier united for ULavalMarie-Pier Drolet et Yannick Bernier, Wealth Management Advisors at fdp Private Management, recently made a major will donation to support teaching, research and innovation at Université Laval’s Faculty of Medicine.
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22 September 2023
In focus, In the mediaBernard Fortin and Léa Saadé re-elected to IQPF Board of DirectorsWe 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.
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14 September 2023
In focus, In the mediaAnik 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.
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07 August 2023
Financial and estate planning, In focus, In the mediaA column Train de vie in La Presse with Raphaël HainaultIn 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.
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31 July 2023
In focus, In the mediaAnik 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.
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18 April 2023
In focus, In the media, Investment and marketsDaniel 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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06 April 2023
In focus, In the media, Investment and marketsLéa 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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24 February 2022
Financial and estate planning, In the mediaLéa Saadé, interviewed by Finance et InvestissementLéa Saadé reacts to a study that talks about the losses the finance industry faces by disregarding women in their strategies and approaches.
