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fdp Private Wealth Management

One step ahead of your next financial decision
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An approach based on your goals
Making the right financial decisions gives you the confidence you need when putting your most important ideas into action. That’s why our network of experts strives to offer you well-thought-out strategies in line with the ambitiousness of your goals.

Our approach also fits perfectly with all stages of your life. Reap the benefits of our advanced management skills, which are designed to meet your most sophisticated needs in the areas of personal financial and business planning. Get to know fdp Private Management—a highly personalized experience.
With you since 1978
Over forty years of nurturing close ties and consolidating our expertise with our customers and their families has enabled us to develop a flexible approach that meets the complexities and highest standards of the industry.

We anticipate every step of your journey, so you're always one step ahead of your next decision.
Learn more
Professionals
How financial intelligence applies to physicians
We have in-depth knowledge of the realities you face as a physician. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Physicians
How financial intelligence applies to dentists
We have in-depth knowledge of the realities you face as a dentist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Dentists
How financial intelligence applies to notaries
We have in-depth knowledge of the realities you face as a notary. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Notaries
How financial intelligence applies to architects
We have in-depth knowledge of the realities you face as an architect. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
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Architects
How financial intelligence applies to pharmacists
We have in-depth knowledge of the realities you face as a pharmacist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Pharmacist
With you since 1978
Over forty years of nurturing close ties and consolidating our expertise with our customers and their families has enabled us to develop a flexible approach that meets the complexities and highest standards of the industry.

We anticipate every step of your journey, so you're always one step ahead of your next decision.
Learn more
Professionals
How financial intelligence applies to physicians
We have in-depth knowledge of the realities you face as a physician. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Physicians
How financial intelligence applies to dentists
We have in-depth knowledge of the realities you face as a dentist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Dentists
How financial intelligence applies to notaries
We have in-depth knowledge of the realities you face as a notary. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Notaries
How financial intelligence applies to architects
We have in-depth knowledge of the realities you face as an architect. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Architects
How financial intelligence applies to pharmacists
We have in-depth knowledge of the realities you face as a pharmacist. That’s why we’re in the best position to guide each of your financial decisions and put together a plan tailored to your goals. Your projects. And your ambitions.
Learn more
Pharmacist
In focus
Financial and estate planning, In focus, News
Nathalie Poisson in Les Affaires

The new parental union regime takes effect today, meaning that common-law spouses who have a child after June 29, 2025, will be subject to this law.

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Expert insight, In focus, Investment and markets
Financial markets: Review of a turbulent first half

On the eve of what we hope will be a rejuvenating summer period, we asked our Chief Investment Officer Daniel Solomon and two strategists on his team, Yann Furic and Max D'Alessandro, to share their takeaways from the first half of 2025 and how they see things going forward.   

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Financial panorama, Investment and markets, News
Stock rebound in May, economies under watch

On May 12, 2025, U.S. and Chinese officials agreed to reduce the tariff rate to 30% for imports into the U.S. and 10% for imports into China, for a period of 90 days. The agreement implied that Chinese government authorities would allow the resumption of rare mineral exports.

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