Financial intelligence,
a lucrative quality
Speak to an advisor
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.
Select your objectives and fill out the form below.
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.
Our experts are here to assist you.
  • This field is for validation purposes and should be left unchanged.

  •  

    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.
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 panorama, Investment and markets
Conflict with Iran and rising markets: why?

The conflict with Iran and the resulting blockade of the Strait of Hormuz are having negative impacts on the price of oil and its derivatives, on the availability of fertilizers, and on many other products that transit through this crucial waterway.

Lire plus...
Financial and estate planning, News
Working in Retirement with Nicolas Karaoglanian in Le Journal de Montréal

Nicolas Karaoglanian emphasizes the importance of planning when to claim pensions and adjusting RRQ contributions, if necessary. He illustrates his points using two scenarios that show the portion of salary retained after taxes and deductions.

Lire plus...
Press release
fdp Private Wealth Management acquires a majority stake in MultiD

Montreal, February 10, 2026 — fdp Private Wealth Management today announced the immediate acquisition of a majority interest in MultiD, further strengthening a long‑standing relationship between two organizations created by and for physicians.

Lire plus...
Beginning of career
Professionnal life
End of career
Don’t miss out! Be sure to sign up for our communications.
Subscribe