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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17 February 2025
Financial and estate planning, In focus, In the media, NewsTax-saving tips for retirees with Nicolas Karaoglanian in the Journal de MontréalIn a recent article by journalist Emmanuelle Gril in the Journal de Montréal, Nicolas Karaoglanian points out a few strategies to pay less tax in retirement.
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13 February 2025
Data security, NewsMeasures to protect information assets at fdp Private Wealth ManagementAt fdp Private Wealth Management, protecting our clients’ information assets is a top priority. We implement various security measures to ensure the confidentiality, integrity and availability of their information. Here are some of the methods we use to protect these valuable assets.
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07 February 2025
Financial panorama, NewsWhat moved the markets in JanuaryMarkets up at the end of January. Policy rate cuts: more to come in Canada; few in the U.S. in 2025.
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16 January 2025
Financial panorama, NewsWhat moved the markets in DecemberMarkets end the year on a downtrend, awaiting the policies of the new U.S. administration. Few key rate cuts expected in Canada and the United States in 2025.
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10 December 2024
Expert insight, Finance and investments, NewsVideo Our view on the financial marketsOur fdp Private Wealth Management strategists, Daniel Solomon and Yann Furic, explain their views on the state of the financial markets at the end of 2024 and discuss the outlook for 2025.
