Our experts examine various subjects such as wealth management, the financial markets, and economic developments and their impacts.
Take the time to read the articles prepared for you.
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18 April 2024
Expert insight, In focus, NewsFederal budget 2024-2025: changes to the capital gains inclusion rateFederal Finance Minister Chrystia Freeland presented her 2024-2025 budget on Tuesday, April 16. At fdp Private Wealth Management, our specialists Anik Bougie, Practice Leader, Financial Planning and Taxation, and Marc-André Lavergne, Tax Specialist, analyzed this budget to determine the elements most likely to impact our professional clients.
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06 February 2024
Expert insight, Finance and investmentsOur perspective: Economic trends and financial marketsOur investment specialists talk about the factors that have influenced the markets in recent months and what they see ahead for 2024.
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15 November 2023
Expert insight, Taxation and incorporationYour year-end 2023 tax strategiesYear-end is a good time to take stock of your finances. We share a series of useful recommendations.
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05 September 2023
Expert insight, In focus, Investment and markets, NewsDeciphering the markets: the value of economic indicatorsLeading economic indicators are among the tools that economists and investment strategists use to make plausible forecasts.
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02 February 2023
Expert insight, Finance and investmentsRound Table – Perspectives 2023Round Table – Perspectives 2023
