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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 PresseLa 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 February 2025
Data security, NewsMeasures to protect information assets at fdp Private Wealth ManagementAt fdp Private Wealth Management, protecting our clients’ information assets is a top priority. We implement various security measures to ensure the confidentiality, integrity and availability of their information. Here are some of the methods we use to protect these valuable assets.
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07 February 2025
Financial panorama, NewsWhat moved the markets in JanuaryMarkets up at the end of January. Policy rate cuts: more to come in Canada; few in the U.S. in 2025.
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16 January 2025
Financial panorama, NewsWhat moved the markets in DecemberMarkets end the year on a downtrend, awaiting the policies of the new U.S. administration. Few key rate cuts expected in Canada and the United States in 2025.
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10 December 2024
Expert insight, Finance and investments, NewsVideo Our view on the financial marketsOur fdp Private Wealth Management strategists, Daniel Solomon and Yann Furic, explain their views on the state of the financial markets at the end of 2024 and discuss the outlook for 2025.
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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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07 November 2024
NewsMajor changes to LIFs starting in 2025The Quebec government recently announced new measures for life income funds (LIFs), effective January 1, 2025. The purpose of these changes is to offer Quebecers greater flexibility in their financial planning for retirement. Note that this reform applies only to Quebec LIFs.
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16 October 2024
Distinctions, In focus, Newsfdp Private Wealth Management obtains Women in Governance’s Parity CertificationObtaining the Parity Certification reflects our commitment to gender parity and the advancement of women from all backgrounds.
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15 October 2024
Financial panorama, In focus, NewsWhat moved the markets in SeptemberChina unveils new initiatives to stimulate its economy. First round of rate cuts by the Fed. The FTSE Canada Universe Bond Index, which includes Canadian government and corporate bonds, has posted a positive return of 4.27% year to date
