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.
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27 January 2022
DialogueDialogue – January 2022The 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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11 November 2021
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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23 June 2021
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!
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18 May 2021
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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16 February 2021
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
