End of career ⋆ fdp Gestion privée

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a lucrative quality

Smart financial guidance means knowing how to reap the benefits of a lifetime of work.

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"I’ve been a member of fdp since 1983. I’ve always had the impression that they take care of my affairs appropriately and responsibly. So I feel comfortable with them. I’d like to have the same kind of relationship with my own patients. "

Dr. Daniel Ricard , Maxillofacial surgeon

Some enriching reading material

Financial and estate planning, In focus

Empowering young people to build their independence with Marie-Pier Drolet

As part of Financial Literacy Month in November, we chose a unique approach: empowering children and young people to better understand financial management. To convey this message with authenticity and passion, we had the pleasure of working with Marie-Pier Drolet, wealth management advisor, who embodies our commitment to engaging audiences.

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News

Launch 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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News

Your 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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