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09 November 2023
NewsPhishing: Protect your personal data!Protecting the information of our clients, employees and partners is of the utmost importance to us.
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09 November 2023
NewsVacation time is also cyberattack time…To avoid having your well-deserved break spoiled by the theft of your personal data, here are some useful tips to put into practice before you leave on vacation.
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06 November 2023
Financial and estate planning, In the media, NewsThe myths and realities of retirement with Léa Saadé in La PresseAs part of an article by Jean Gagnon in La Presse, Léa Saadé helps readers to debunk certain myths, while highlighting elements that have become new realities in financial planning for retirement.
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30 October 2023
Investment and markets, NewsLéa Saadé talks about interest rates in Les Affaires
The Bank of Canada’s numerous interest rate hikes over the past year have left many people struggling to cope with it, including recent graduates who have seen the interest on their student loans rise.
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26 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie explores the TFSA at retirement in Le Journal de MontréalIn an article by Emmanuelle Gril of Le Journal de Montréal, Anik Bougie breaks down certain aspects of the Tax-Free Savings Account (TFSA), which can be a valuable asset.
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22 October 2023
Financial and estate planning, NewsLéa Saadé talks to La Presse about retirement investing
In La Presse’s Train de vie column by Martine Letarte, Léa Saadé, offers sound advice on how to ensure that the assets of retired “Lisette” are properly invested and secure.
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16 October 2023
In the media, Investment and markets, NewsAnik Bougie explains the advantages of the THSA in Protégez-vous
In an article by Emmanuelle Gril of ProtégezVous, Anik Bougie sets out some of the many aspects of THSA that we wouldn’t think of at first glance.
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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 Affaires
Anik 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 Conseiller
In 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.
