Professionnal life ⋆ Financière des professionnels

Financial intelligence,
a lucrative quality

Smart financial guidance means knowing how to blend professional responsibilities and personal ambitions.

Because we know your profession so well, we are in the best position to help you analyze your financial situation and put together a plan in line with your goals.

Boost your financial IQ.

Let’s start now! Select your objectives and fill out the form below.

Invest

TFSA, RESP, RSSP
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Planning

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Estate planning services

My business needs

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I’m starting from scratch

Fast-track guidance

The first step involves finding the right people to help.
Our experts are here to assist you.

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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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Testimonials

"The way I see it, fdp boils down to the name of my advisor. For me, she is fdp. She stays on top of my debt situation, my various anxieties and all related expenses. She knows me well, she always remembers my background information and we’re quite close. So she’s able to give me good advice.."

Geneviève Céré, Architect

"fdp cares about managing its clients’ affairs properly. Because they’re independent, they can keep their management fees as low as possible. For me, at least, that’s what I found appealing. Plus they deliver quality as well. And that’s very appealing! For me, being an fdp client means having the assurance that my retirement years will be problem-free."

Francois Marziali, Pharmacist/pharmacy owner

"I really liked fdp’s approach when I came on board. It’s a little like how I deal with my patients. fdp doesn’t focus on telling me how to invest my money or manage my finances. Instead, they adapt their approach to my lifestyle."

Dre. Lena Salgado, Endocrinologist

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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