End of career ⋆ Financière des professionnels

Financial intelligence,
a lucrative quality

Smart financial guidance means knowing how to reap the benefits of a lifetime of work.

Because we know your profession so well, we are in the best position to support your retirement aspirations and identify the best options tailored to your situation.

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Testimonial

"I’ve been a member of fdp since 1983. I’ve always had the impression that they take care of my affairs appropriately and responsibly. So I feel comfortable with them. I’d like to have the same kind of relationship with my own patients. "

Dr. Daniel Ricard , Maxillofacial surgeon

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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