Our podcasts are your direct link to our firm’s expertise on a variety of financial topics. The formula is simple and user-friendly, and it enables our tax specialists, notaries and portfolio management advisors, as well as our external experts, to share relevant and practical information with you.
If you want information on a particular topic, or if you want to enhance your financial knowledge at your own pace, check out our list of podcasts and choose the ones that interest you.
Happy listening and don’t hesitate to give us your suggestions!
Finance
 David Raymond, Nicolas Karaoglanian 12 minRecorded in janvier 2023 Published on 18 janvier 2023 |
Descriptif: Your investment decisions are sometimes impulsive but more often the result of careful consideration. Did you know that your decisions can also be influenced by certain reflexes or biases that could make you take conflicting actions? Nicolas Karaoglanian and David Raymond look into these overlooked biases. |
We would like to get your feedback on this podcast as well as your suggestions for other topics to explore. Simply complete our brief questionnaire. Thank you!
Disclaimer:
The information presented in this podcast is for informational purposes only and is not exhaustive. It should not be construed as constituting a recommendation to buy or sell securities. The opinions of third parties expressed in the podcast do not necessarily reflect the opinions of fdp or of any of its subsidiaries or affiliates. For any questions, don’t hesitate to contact your wealth management advisor or your tax specialist, accountant or legal advisor.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services. FDP and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
RRSP-TFSA
| Marisa Cobuzzi 9 min Recorded in December 2022 Published on December 15, 2022 |
Description: To help you make the right choices, Marisa Cobuzzi summarizes the features of RRSPs and TFSAs, their advantages and their differences. A clear explanation of two registered investment plans that should figure prominently in your financial plan. |
We would like to get your feedback on this podcast as well as your suggestions for other topics to explore. Simply complete our brief questionnaire. Thank you!
Disclaimer:
The information presented in this podcast is for informational purposes only and is not exhaustive. It should not be construed as constituting a recommendation to buy or sell securities. The opinions of third parties expressed in the podcast do not necessarily reflect the opinions of fdp or of any of its subsidiaries or affiliates. For any questions, don’t hesitate to contact your wealth management advisor or your tax specialist, accountant or legal advisor.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services. FDP and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
Love and Money
| Maurice Salameh and Dr. Melissa Callaci 10 min Recorded in May 2022 Published on June 15, 2022 |
Description: Talking about money as a couple isn’t easy! How can you discuss a budget, debts or each partner’s needs without things getting a little intense? In conversation with Maurice Salameh, Dr. Melissa Callaci suggests ways to calmly discuss these matters and find solutions together. |
| Angelo Shousha and Léa Saadé 9 min Recorded in May 2022 Published on June 15, 2022 |
Description: Living as a couple also involves sharing expenses. Angelo Shousha talks to Léa Saadé about how best to establish a financial balance between spouses, while taking into account the many variables in the equation, such as salary or lifestyle. |
| Saber Gallali, Me Nathalie Poisson 17 min Recorded in May 2022 Published on June 15, 2022 |
Description: For a couple, deciding to move in together is a decisive step. Saber Gallali asks Nathalie Poisson about the impact of de facto spouse status, both from a tax and legal standpoint. They also offer some proven tips for getting the most out of your financial life together. |
| Nicolas Karaoglanian, Me Anik Bellemare 9 min Recorded in May 2022 Published on June 15, 2022 |
Description: For a couple, tying the knot is a joyous occasion. But as Nicolas Karaoglanian and Anik Bellemare point out, marriage is also a legal contract. To make sure you know what you’re getting into from a legal perspective, they explain the essentials: the choice of matrimonial regime and the creation of the family patrimony. |
| Virginie Bouchard, Me. Catherine Cloutier 11 min Recorded in May 2022 Published on June 15, 2022 |
Description: The separation of a couple is always a difficult time, and the financial aspect is not the least of it. To fully understand all the implications, Virginie Bouchard and Catherine Cloutier present different possible scenarios to illustrate the impact of the matrimonial regime and the division of the family patrimony. |
We would like to get your feedback on this podcast as well as your suggestions for other topics to explore. Simply complete our brief questionnaire. Thank you!
Disclaimer:
The information presented in this podcast is for informational purposes only and is not exhaustive. It should not be construed as constituting a recommendation to buy or sell securities. The opinions of third parties expressed in the podcast do not necessarily reflect the opinions of fdp or of any of its subsidiaries or affiliates. For any questions, don’t hesitate to contact your wealth management advisor or your tax specialist, accountant or legal advisor.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services. FDP and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
Retirement
| Bernard Fortin, Louis-Frédérick Huard 12 min Recorded in October 2021 Published on October 25, 2021 |
Description: When to start planning for retirement and how to go about it? Bernard Fortin and Louis-Frédérick Huard review the essential elements of a good plan. Updating financial statements and reference documents is essential for optimal decisions, and transparency the key factor for success. |
| Bernard Fortin, Louis-Frédérick Huard 15 min Recorded in October 2021 Published on October 25, 2021 |
Description: As retirement approaches, many professionals wonder if they will have enough money throughout their retirement. To address this issue, Bernard Fortin asks Louis-Frédérick Huard about the ways to assess your financial needs and your personal and business income, while taking into account your plans for the future. |
| Bernard Fortin, Roxane Rondeau-Daoust 18 min Recorded in October 2021 Published on October 25, 2021 |
Description: Disability insurance, life insurance, drug insurance: in retirement, your needs change depending on your state of health and your family or financial situation. With his guest Roxanne Rondeau-Daoust, Bernard Fortin discusses the need to review your insurance coverage and the tax impact of certain decisions. |
| Bernard Fortin, Me Nathalie B. Poisson 15 min Recorded in October 2021 Published on October 25, 2021 |
Description: With the increased life expectancy we are now enjoying, fully protecting your person and your property is more important than ever. Bernard Fortin and Me Nathalie B. Poisson discuss the importance of a protection mandate and a general power of attorney for the security of your person and the administration of your property. |
| Bernard Fortin, Me Nathalie B. Poisson 19 min Recorded in October 2021 Published on October 25, 2021 |
Descriptif: Thinking about the devolution of your property and the choice of your liquidator isn’t the most enjoyable task, but it is essential for your peace of mind. Me Nathalie B. Poisson talks with Bernard Fortin about the priorities of a good estate plan and especially the pitfalls to avoid. |
We would like to get your feedback on this podcast as well as your suggestions for other topics to explore. Simply complete our brief questionnaire. Thank you!
Disclaimer:
The information presented in this podcast is for informational purposes only and is not exhaustive. It should not be construed as constituting a recommendation to buy or sell securities. The opinions of third parties expressed in the podcast do not necessarily reflect the opinions of fdp or of any of its subsidiaries or affiliates. For any questions, don’t hesitate to contact your wealth management advisor or your tax specialist, accountant or legal advisor.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services. FDP and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
