In our rapidly evolving and interconnected world, global events can have a local impact. Markets are often volatile, and tax rules can change. Our experts help you understand these issues and how they affect you.
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01 March 2024
Financial and estate planning, In focus, In the media, NewsNicolas Karaoglanian talks RRSPs on CJAD 800 AMIn an interview broadcast on CJAD 800 AM, wealth management advisor Nicolas Karaoglanian explains the importance of savings to host Andrew Carter and his listeners.
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01 March 2024
Financial and estate planning, In focus, In the media, NewsManage your financial anxiety with Léa Saadé in Protégez-vousProtégez-vous journalist Emmanuelle Gril speaks with Léa Saadé, Regional Vice-President, Montréal-Centre and North Shore, about how to reduce the stress of managing our finances.
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20 February 2024
Distinctions, In focus, Newsfdp awarded Concilivi seal for 3rd year!Obtaining the Concilivi seal is an important recognition of the practices and policies we have developed for our employees to help them achieve a balance between their work and their personal and family life, as well as informal caregiving.
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16 February 2024
Investment and markets, NewsWhat moved the markets in JanuaryNo rate hike by the Bank of Canada or the Fed. Canadian economy slowing, but not in recession. Solid growth of the U.S. economy.
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06 February 2024
Distinctions, Investment and markets, News, Press releasefdp (Professional’s Financial) shines again with two new FundGrade A+® distinctionsOnce again, fdp (Professional’s Financial) shined during the gala evening held in Toronto on February 1 by Fundata inc., winning FundGrade A+® distinctions for remarkable and consistent risk-adjusted performance of two of its funds:
