Catégorie profession: Autres professions

• 15 November 2023

  
  Expert insight, Taxation and incorporation

  Your year-end 2023 tax strategies

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

• 14 November 2023

  
  Financial panorama, Investment and markets

  What moved the markets in October

  Once again in October, the indices show a difference between the manufacturing economy, which is slowing, and the services component, which continues to grow but which, once again, is decelerating.

• 13 October 2023

  
  Financial panorama, Investment and markets

  What moved the markets in September

  Once again in September, the indices show a marked difference between the manufacturing economy, which is slowing, and the services component, which continues to grow but which, once again, is decelerating.

• 22 September 2023

  
  In focus, In the media

  Bernard Fortin and Léa Saadé re-elected to IQPF Board of Directors

  We are pleased to announce that Bernard Fortin, Vice-President, Private Management, has been elected for a second term as Chairman of the IQPF Board of Directors.

• 14 September 2023

  
  In focus, In the media

  Anik Bougie interviewed in La Presse

  In an article by Stéphanie Bérubé of La Presse, Anik Bougie shares her expertise on new and, shall we say, less traditional employee benefits concepts.

• 13 September 2023

  
  In focus, Investment and markets, News

  What moved the markets in August

  Viewed positively, the Canadian economy is slowing and the job market appears to be stabilizing. More negative aspect: inflation is slow to come down and the price of oil has returned to its peak of last November.

• 07 August 2023

  
  Financial and estate planning, In focus, In the media

  A column Train de vie in La Presse with Raphaël Hainault

  In a column Train de vie in La Presse, the journalist Marc Tison and Raphaël Hainault, Wealth Management Advisor and Associate Portfolio Manager at fdp, discuss a case study in which a single woman in her mid-forties with a financial nest questions the appropriateness of acquiring a condo.

• 31 July 2023

  
  In focus, In the media

  Anik Bougie talks about inheritance in La Presse

  In a column Train de vie in La Presse, the journalist Martine Letarte and Anik Bougie, Practice Leader, Financial Planning and Taxation at fdp, address the issue of leaving a substantial inheritance to loved ones, when one of the beneficiaries is addicted and others are under 18.

• 18 April 2023

  
  In focus, In the media, Investment and markets

  Daniel Solomon, Vice-President and Chief Investment Officer

  fdp Private Management – Professionals’ Financial is proud to announce the appointment of Daniel Solomon, M.Sc., CFA, as Vice-President and Chief Investment Officer. In this capacity, he will head up all of the firm’s investment management activities and sit on its management committee.

• 06 April 2023

  
  In focus, In the media, Investment and markets

  Léa Saadé provides advice in Protégez-Vous

  In an article of Emmanuelle Gril in Protégez-Vous, Léa Saadé, Regional Vice-President, Montreal Centre and North Shore at fdp Private Management, mentions that whoever wants to ride the wave of autonomous investment must have a solid foundation.