Beginning of career ⋆ Financière des professionnels

Financial intelligence,
a lucrative quality

Smart financial guidance means anticipating what lies ahead.

As you embark on your professional career, we know what lies on the road ahead. In other words, we’re in the best position to help you manage your new financial situation and build your future on a solid set of foundations.

Boost your financial IQ.

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Manage my debt

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Invest
TFSA, RESP, RSSP
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My projects

Buying my first home
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I’m starting from scratch

I need a good overall plan

The first step involves finding the right people to help.
Our experts are here to guide you.

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Testimonials

"I may have started using fdp’s services a little late, at the end of what we call our clinical training. Despite that, I think I’ve forged a fairly close relationship with my advisor, and did so quite quickly. I never felt like I was just a number. The idea is to find products tailored to my work/life balance."

Dr. Maxime Caron-Goudreau, Resident anesthesiologist

"There’s a good deal of overlap in terms of the relationships I try to develop with my own clients and fdp’s approach. But with fdp, the roles are reversed: I’m the client who doesn’t know much about the financial sector, and they’re here to guide me and answer my questions."  

Andrei Roman,  Notary 

Some enriching reading material

Financial panorama, In focus, Investment and markets, News

What moved the markets in May

Strong growth on U.S. markets, largely due to results from Nvidia, which is spearheading investment in artificial intelligence. First policy rate cuts.

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Financial and estate planning, In the media, News

Work-life balance with Raphaël Hainault in La Presse

In a Train de vie column by Marc Tison of La Presse, a 46-year-old mechanic hopes to gradually reduce the number of days he works to maintain a balance between his professional and personal life. A proponent of voluntary simplicity, he believes he will be able to retire in a little over 10 years.

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Expert insight, In focus, News

Federal budget 2024-2025: changes to the capital gains inclusion rate

Federal Finance Minister Chrystia Freeland presented her 2024-2025 budget on Tuesday, April 16. At fdp Private Wealth Management, our specialists Anik Bougie, Practice Leader, Financial Planning and Taxation, and Marc-André Lavergne, Tax Specialist, analyzed this budget to determine the elements most likely to impact our professional clients.

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