Dialogue is a newsletter published every two months where you will find sections on finances and investment, current topics in wealth management, news about our upcoming events, and specific topics for professionals.
Click here to consult the previous issues of Dialogue.
DialogueDialogue – June 2021 Edition
The professionals’ newsletter. In the news: fdp, a private management firm like no other; Our Team: fdp on the Board of the Institut québécois de planification financière (IQPF); Finance and investment: Our new fdp Perspective Private Portfolio, and more!
DialogueDialogue – May 2021 Edition
The professionals’ newsletter. In the news: The real value of advice; ESG: much more than 3 letters! Expert insight: Your checklist for a successful financial plan. fdp welcomes you in our new customer areas at Complexe Desjardins. Our team is making the headlines.
DialogueDialogue – February 2021 Edition
Outlook 2021 – fdp reaches new heights! – Private Management: how fdp adds value to your portfolio – Final RRSP sprint – It’s the January kick off! – Incorporation: what is your business limit? – Trusts: new reporting requirement
DialogueDialogue – December 2020 Edition
The professionals’ newsletter. In the news: fdp: Reflections on an eventful year. Optimize your 2021 financial plan. A look back… and to the future. A review of our range of funds. Our vice-presidents have as few reading suggestions for you.
DialogueDialogue – October 2020 Edition
The professionals’ newsletter. New FDP identity. Financial intelligence: what it means for you. Our new customer centres.