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06 November 2025
NewsLaunch of the new Client PortalAs of November 26, fdp Private Wealth Management clients will be able to view their account documents on the Client Portal, our new secure platform. In addition to its new look, the Client Portal offers improvements that will enhance your user experience.
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28 October 2025
NewsYour year-end 2025 tax strategiesTake a moment to read the advice of our Practice Leader, Financial Planning and Taxation, Marc-André Lavergne. While not exhaustive, this list of tips identifies a number of tax plans to consider over the coming weeks.
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15 October 2025
Financial panorama, In focus, Investment and markets, NewsEconomic outlook and tariffs: market reactionsThe addition of 60,400 jobs in September exceeded expectations by 5,000 and reversed last month’s losses. Despite this increase, the unemployment rate remained stable at 7.1%. Wage growth also remained unchanged at 3.6%. The manufacturing sector added 27,800 jobs, suggesting that the Canadian economy is managing to grow despite tariffs.
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07 October 2025
NewsThe new parental union regime: protection for the whole familyIts main objective is to provide increased protection for children in the event of the separation of their parents living in a de facto-law union. If a couple already has children born before this date, the parental union regime will only apply once they have a new child born after June 30, 2025: there is […]
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06 October 2025
NewsParity Certificationfdp Private Wealth Management attended the Women in Governance Gala to celebrate its recent Parity Certification! This must-attend event highlights the remarkable efforts of organizations working to promote equity and inclusion. The celebration recognizes inspiring initiatives that pave the way for a more equal society and encourage tomorrow’s leaders. This certification reflects our commitment to gender parity and the advancement of women from all walks of life.
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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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10 September 2025
Financial panorama, Investment and markets, NewsThe tariff era: Growing markets, slowing economiesLe 12 mai 2025, les représentant américains et chinois ont convenu de réduire le taux des tarifs à 30 % pour les importations aux États-Unis et à 10 % pour les importations en Chine, et ce, pour une période de 90 jours. L’accord sous-entendait l’autorisation de la part des autorités gouvernementales chinoises d’une reprise des exportations de minerais rares.
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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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16 July 2025
Financial panorama, Investment and markets, NewsFinancial markets on the rise in a still uncertain environmentU.S. Big Beautiful Bill passed. In Canada, Bill C-5 (One Canadian Economy Act) passed. Since April 2, markets have been awaiting the outcome of tariff negotiations. The high level of indecision is slowing business spending, and possibly consumer spending too.
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30 June 2025
Financial and estate planning, In focus, NewsNathalie Poisson in Les AffairesThe new parental union regime takes effect today, meaning that common-law spouses who have a child after June 29, 2025, will be subject to this law.
