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27 January 2023
Distinctions, Investment and markets, News, Press releaseFundgrade A+ and Morningstar distinctions: Award-winning and 5-star funds for fdpMontreal, January 27, 2023 – Once again this year, fdp (Professionals’ Financial) distinguished itself by receiving honours from Fundata Inc. at a gala held in Toronto on January 26.
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23 December 2022
Focus on Finance Express, Taxation and incorporationIncorporation: A must or something to consider?There is a lot of talk about incorporation in the professional world. However, just because you have the status of “professional” doesn’t mean you absolutely have to incorporate. As with any major step, you should assess your personal situation to determine whether incorporation has real benefits for you.
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02 December 2022
Financial and estate planningIPSOS survey – fdp: Who are our future professionals?We can’t repeat it enough: a personalized and optimized financial plan is key to your financial success, both in your personal life and in your profession.
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02 December 2022
DialogueDialogue – December 2022The professionals’ newsletter: IPSOS – fdp survey: Who are our future professionals? Your year-end 2022 tax strategies. Fall Economic Statement: Measures that could impact professionals. What happens in the markets at night?Bill 11: An inclusive law to protect vulnerable persons.
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14 June 2022
Financial panoramaWhat moved the markets in MayVery volatile month for the North American stock markets, which ended May where they started. Uncertainty about the extent of central bank rate hikes. Risk of stagflation and recession still present. Precarious supply chains.
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12 May 2022
Financial panoramaWhat moved the markets in AprilA difficult month for both equities and bonds. New surge in inflation and further policy rate hikes by central banks. Management of the new COVID-19 wave in China and slowdown of its economy. Invasion of Ukraine and impact of the war on commodity prices.
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12 April 2022
Financial panoramaWhat moved the markets in MarchThe invasion of Ukraine by Russia and the impact of this war on commodity prices, as well as the surge in inflation and the rate hikes announced by central banks, remain the key focus of the markets.
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09 March 2022
Financial panoramaInflation again, and Ukraine…During these turbulent times, we are diligently pursuing the mandate you entrusted to us:
sound and effective management of your wealth. Our goal is to free you from financial
concerns at such a humanly difficult and troubling time. -
24 February 2022
Financial and estate planning, In the mediaLéa Saadé, interviewed by Finance et InvestissementLéa Saadé reacts to a study that talks about the losses the finance industry faces by disregarding women in their strategies and approaches.
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11 February 2022
Financial panoramaKey rate hikes in sightThe first month of the year was difficult, both for bond yields and for equity markets, which experienced very high volatility.
