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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22 March 2024
Financial and estate planning, NewsShould I incorporate and how can I protect my family?Nadine, 37, is an anesthetist. Her spouse, Andrew, 38, is a construction contractor. Married for 15 years, they have three children, aged 8 to 14. The youngest, Nathan, has an autism spectrum disorder that requires special care.
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22 March 2024
Financial and estate planning, NewsGrow my family, plan my retirement: how to achieve my goals?Sarah, 33, practises her profession of notary as a partner in a private practice. Her husband, Stephen, 35, is Director of Operations for the City of Saint-Hyacinthe. They live on the outskirts of the city, with their two children, aged 7 and 4.
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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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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:
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28 December 2023
NewsChecklist for your 2023 taxesTax season is around the corner, which means that it’s almost time to declare your income for 2023, making sure to claim all the tax credits and deductions available to you.
