End of career ⋆ Financière des professionnels

Financial intelligence,
a lucrative quality

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

Because we know your profession so well, we are in the best position to support your retirement aspirations and identify the best options tailored to your situation.

Boost your financial IQ.

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Planning

Retirement plan
Tax optimization
Asset protection

Profit

Drawdown strategies
Rebalancing strategies

Estate planning

Intergenerational transfer
Notarial advice
Wills and incapacity mandates

My plan isn’t ready

Emergency plan for fast-track accumulation

The first step involves finding the right people to help.
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The presence of an asterisk indicates that the information is required to complete my registration. By filling out this form, I authorize Professionals' Financial - Private Management (fdp) and its subsidiaries/partners to process my personal information (PI) in order to answer my request and to better understand my needs related to my request. I understand that fdp may access my personal information (PI) in order to get to know me better, meet my needs and provide me with the best possible services and client experience. I may at any time request access to my PI, rectify my PI, withdraw my consent where permitted, ask fdp questions about how my PI is handled or file a complaint about the handling of my PI by writing to: rprp@fdpgp.ca.
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Testimonial

"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, In the media, News

Holidays and financial management with Léa Saadé on LCN

Léa Saadé, Regional Vice-President, Montreal Centre, North Shore, was on LCN on Saturday, July 20, giving viewers of Québec Matin, hosted by Simon Gamache Fortin, tips on how to enjoy a stress-free vacation.

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In focus, In the media, News, Taxation and incorporation

Marc-André Lavergne discusses AI in entracte

Marc-André Lavergne, tax specialist at fdp Private management, summarizes, in the latest issue of entracte, the magazine of the Chambre des notaires du Québec, the thoughts of the Symposium sur l’impact de l’intelligence artificielle sur les professions de la planification financière et fiscale related to the notarial profession.

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Financial panorama, In focus, Investment and markets, News

What moved the markets in June

Growth in U.S. markets and weakness in the Canadian market. Gradual slowdown in the U.S. and Canadian economies.

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