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.
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DialogueDialogue – June 2022
The professionals’ newsletter: Invest in the future, New FDSA: an interview with our tax specialists, STAY INFORMED: a new section to discover on our website.
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DialogueDialogue – January 2022
The professionals’ newsletter: A look back at 2021. RRSP and TFSA: understanding them and using them well. Select funds, outstanding managers. New look for our Web section on investments. Designating a trusted person for your protection. New recognition for fdp as an employer.
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DialogueDialogue – November 2021
The professionals’ newsletter: Think about retirement differently. The fdp Perspective Private Portfolio: evolving at your pace. The transition is under way… fdp stands out.
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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.
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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