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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.
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
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
Finance and investments, Financial panorama, In focus, Investment and markets, News
What moved the markets in October

Further 0.50% rate cut by the Bank of Canada. Market positioning in response to a second term for Donald Trump as President of the United States.

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In the media, News, Taxation and incorporation
Anik Bougie in Les Affaires

In a recent collaboration with Charles Poulin of Les Affaires newspaper, Anik discusses tax consequences in an article that shows how some companies compete in ingenuity to retain their employees.

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Expert insight, Financial and estate planning, In focus, News, Taxation and incorporation
Your year-end 2024 tax strategies

Year-end is a good time to take stock of your finances. We share a series of useful recommendations.

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Your year-end 2024 tax strategies

We share a series of useful recommendations.

Contact us
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