{"id":1284,"date":"2016-05-11T11:02:39","date_gmt":"2016-05-11T15:02:39","guid":{"rendered":"https:\/\/wwwprodaz.fprofessionnels.com\/en\/?page_id=1284"},"modified":"2025-03-18T16:39:54","modified_gmt":"2025-03-18T20:39:54","slug":"approach","status":"publish","type":"page","link":"https:\/\/www.fprofessionnels.com\/en\/our-experts\/approach\/","title":{"rendered":"Our approach"},"content":{"rendered":"<h3>Tailored advice<\/h3>\n<p>Our Wealth Management <a href=\"https:\/\/www.fprofessionnels.com\/en\/our-experts\/our-advisors\/\">Advisors<\/a> are predominantly compensated on a fixed salary basis : their compensation is not tied to the sale of certain products. The advice you receive is therefore strictly aimed at providing solutions that are right for you.<\/p>\n<h3>To simplify your life<\/h3>\n<p>A few key steps enable your advisor to develop a solid financial strategy.\u00a0 Our structured approach and our market responsiveness give you peace of mind.<\/p>\n<table style=\"width: 1192px;\">\n<tbody>\n<tr>\n<td style=\"width: 144px; background-color: #3c0c35; text-align: center; font-size: 12pt;\"><span style=\"color: #ffffff;\">STEP 1<\/span><\/td>\n<td style=\"width: 1021px; font-size: 12pt;\"><strong>To better understand your situation<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 144px; font-size: 12pt;\" colspan=\"2\">\n<ul>\n<li>We discuss together your <a href=\"https:\/\/www.fprofessionnels.com\/en\/your-goals\/\">objectives<\/a>, your challenges, your priorities and your dreams.<\/li>\n<li>We examine with you your professional, personal, financial and tax situation, according to your life stage<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table style=\"width: 1192px;\">\n<tbody>\n<tr>\n<td style=\"width: 144px; background-color: #3c0c35; text-align: center; font-size: 12pt;\"><span style=\"color: #ffffff;\">STEP 2<\/span><\/td>\n<td style=\"width: 1021px; font-size: 12pt;\"><strong>To establish your investor profile<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 144px; font-size: 12pt;\" colspan=\"2\">\n<ul>\n<li>We assess your level of <a href=\"https:\/\/www.fprofessionnels.com\/en\/your-goals-your-wealth-management\/invest\/investor-profile\/\">investment knowledge<\/a>.<\/li>\n<li>We discuss your risk tolerance and your investment horizon.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table style=\"width: 1192px;\">\n<tbody>\n<tr>\n<td style=\"width: 144px; background-color: #3c0c35; text-align: center; font-size: 12pt;\"><span style=\"color: #ffffff;\">STEP 3<\/span><\/td>\n<td style=\"width: 1021px; font-size: 12pt;\"><strong>Toachieve your goals<\/strong><\/td>\n<\/tr>\n<tr style=\"height: 56px;\">\n<td style=\"width: 1175.82px; font-size: 12pt; height: 56px;\" colspan=\"2\">\n<ul>\n<li>We recommend targeted strategies for you.<\/li>\n<li>We develop with you a personalized action plan.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table style=\"width: 1192px;\">\n<tbody>\n<tr>\n<td style=\"width: 144px; background-color: #3c0c35; text-align: center; font-size: 12pt;\"><span style=\"color: #ffffff;\">STEP 4<\/span><\/td>\n<td style=\"width: 1021px; font-size: 12pt;\"><strong>To stay on course<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 144px; font-size: 12pt;\" colspan=\"2\">\n<ul>\n<li>We make sure the strategy is adhered to.<\/li>\n<li>We make the necessary adjustments to reflect changes in your professional and personal situation, and your goals.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<div class=\"chapeau\">\n<h3>Our specialty: professionals&#8217; needs<\/h3>\n<p>We have been at your service since 1978 and our expertise is well recognized. fdp Private Wealth Management is <strong>the reference<\/strong> for professionals!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-18014 content-img\" src=\"\/wp-content\/uploads\/2018\/11\/Picto_Carte.png\" alt=\"\" width=\"75\" height=\"75\" \/>We have <a href=\"https:\/\/www.fprofessionnels.com\/en\/contact-us\/\">offices<\/a> in Montr\u00e9al, Brossard, Laval, Qu\u00e9bec City, Rimouski, Sherbrook, Saguenay, Trois-Rivi\u00e8res and Gatineau. Don\u2019t hesitate to call upon our expertise!<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tailored advice Our Wealth Management Advisors are predominantly compensated on a fixed salary basis : their compensation is not tied to the sale of certain products. The advice you receive is therefore strictly aimed at providing solutions that are right for you. To simplify your life A few key steps enable your advisor to develop <a class=\"read-more\" href=\"https:\/\/www.fprofessionnels.com\/en\/our-experts\/approach\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":6,"featured_media":18032,"parent":709,"menu_order":9,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categorie-de-page":[],"class_list":["post-1284","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v26.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Our approach &#8902; fdp Gestion priv\u00e9e<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.fprofessionnels.com\/en\/our-experts\/approach\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our approach\" \/>\n<meta property=\"og:description\" content=\"Tailored advice Our Wealth Management Advisors are predominantly compensated on a fixed salary basis : their compensation is not tied to the sale of certain products. 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