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18 May 2021
DialogueDialogue – May 2021 EditionThe professionals’ newsletter. In the news: The real value of advice; ESG: much more than 3 letters! Expert insight: Your checklist for a successful financial plan. fdp welcomes you in our new customer areas at Complexe Desjardins. Our team is making the headlines.
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17 May 2021
Expert insightAdvice, a valuable and much-sought-after commodity!Audrey Lopez de la Osa has a lot to say about her role as an advisor. In just a few questions, she gets to the heart of the matter, because the advisory aspect of her job is key for her.
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11 May 2021
In the mediaClarify certain elements before retirementHow do you assess whether the investments for retirement will be sufficient? And above all, how long can a couple maintain their habits on these assets?
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27 April 2021
In the mediaIQPF designates Audrey Lopez de la Osa as his Spotlight
Audrey Lopez de la Osa, Wealth Management Advisor at fdp, held an interview with the Institut québécois de planification financière (IQPF), in which she describes how her role as an advisor has become a vocation.
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21 April 2021
Financial panoramaLong-term interest rates on the riseAs in February, sharp rises in long-term interest rates occurred in March around the world. Such increases negatively impact the value of growth stocks, which significantly limits their performance.
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15 March 2021
Financial panoramaLong-term interest rates on the rise
The month of February was marked by a widespread, sharp rise in long-term interest rates. This led to a decline in growth stocks, whose value is negatively impacted by an increase in rates.
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16 February 2021
DialogueDialogue – February 2021 Edition
Outlook 2021 – fdp reaches new heights! – Private Management: how fdp adds value to your portfolio – Final RRSP sprint – It’s the January kick off! – Incorporation: what is your business limit? – Trusts: new reporting requirement
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16 February 2021
Outlook 2021To start the year on a good note, participate in our Outlook 2021 webinar, our annual rendez-vous for information on financial news that affects you.
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15 February 2021
Financial panoramaFinancial Panorama -february2021
The announcement of strong performance has led to an increase in projected earnings for 2021.
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10 February 2021
Expert insight, Financial and estate planningTrusts: new reporting requirementThe Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.
