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Financial and estate planning, In focus, NewsBeyond the Celebrations: Marriage with Me Poisson in the Journal de Montréal
Getting married or entering a civil union is an act of love and a legal decision that can have major financial repercussions.
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Financial and estate planning, In focus, In the media, NewsNicolas Karaoglanian discusses RRSP strategy in La Presse
With tax season in full swing, RRSP decisions take on added significance. At fdp Private Wealth Management, we believe that there is no one-size-fits-all approach: everyone’s journey, goals, and stage of life call for a tailored strategy.
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Financial panorama, Investment and markets, NewsCanadian economy and job market remain resilient
On Wednesday, December 10, the Bank of Canada (BoC) decided to leave its policy rate unchanged at 2.25%. This decision was anticipated by the market, especially since the release of the latest labour market data on Friday, December 5, which showed job creation rather than job losses. The markets no longer anticipate any further cuts to the policy rate in Canada and are even expecting a rate hike in October 2026.
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NewsLaunch of the new Client Portal
As 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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NewsYour year-end 2025 tax strategies
Take 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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Financial panorama, In focus, Investment and markets, NewsEconomic outlook and tariffs: market reactions
The 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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NewsThe new parental union regime: protection for the whole family
Its 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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NewsParity Certification
fdp 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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Financial and estate planning, In focus, In the media, NewsNicolas Karaoglanian contributes to the “Personal Finance” series in La Presse
In 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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Financial panorama, Investment and markets, NewsThe tariff era: Growing markets, slowing economies
Le 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.





