Beginning of career ⋆ fdp Private Wealth Management

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.

Let’s start today!
Select your objectives and fill out the form below.

Manage my debt

Margin of credit
Budget
Repayment strategy

Save

Invest
TFSA, RESP, RSSP
Tax strategies
Responsible investing

My projects

Buying my first home
Becoming a parent
Travel

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.

Last name*
First name*
Email*
Phone
Region*
Profession*
Checkbox choices
Provenance
CAPTCHA
The presence of an asterisk indicates that the information is required to complete my registration. By filling out this form, I authorize Professionals' Financial - Private Management (fdp) and its subsidiaries/partners to process my personal information (PI) in order to answer my request and to better understand my needs related to my request. I understand that fdp may access my personal information (PI) in order to get to know me better, meet my needs and provide me with the best possible services and client experience. I may at any time request access to my PI, rectify my PI, withdraw my consent where permitted, ask fdp questions about how my PI is handled or file a complaint about the handling of my PI by writing to: rprp@fdpgp.ca.
Comments
This field is for validation purposes and should be left unchanged.

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

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.

Lire plus...

Financial panorama, In focus, Investment and markets, News

What moved the markets in September

China unveils new initiatives to stimulate its economy. First round of rate cuts by the Fed. The FTSE Canada Universe Bond Index, which includes Canadian government and corporate bonds, has posted a positive return of 4.27% year to date

Lire plus...

Data security, News

Artificial Intelligence: Uses and tips to protect the confidentiality of your data

How is this technology revolutionizing the way we communicate, work and play?

Lire plus...