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.
Our experts are here to assist you.

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

Expert insight

In a time of crisis: to retire or not to retire?

Financial impact that the crisis may have on those who are about to retire or have already retired. I would also like to offer you some tips to lessen the impact of the current situation on this important stage of your life.

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Expert insight, News

How to pass on your estate to several generations

Estate planning is a complex field, so it is in your interest to consult experts to ensure that your estate is transferred according to your wishes, especially if you want to bequeath a part of your assets to your children or your grandchildren.

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News

Your family’s well-being above all!

We recognize the importance of family and the attachment it creates, and with our customized and personalized services, we want to give your loved ones the opportunity to realize their full potential.

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