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  • 27 January 2023
    Fundgrade - Read
    Distinctions, News, Press release
    Fundgrade A+ and Morningstar distinctions: Award-winning and 5-star funds for fdp

    Montreal, 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.

  • 23 December 2022
    Incorporation - Read
    Focus on Finance Express, Taxation and incorporation
    Incorporation: 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.

  • 02 December 2022
    News
    IPSOS 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 as a dentist.

  • 05 November 2021
    Dialogue
    News
    Dialogue – November 2021 – Special edition for dentists

    The professionals’ newsletter. In the news: A new milestone for fdp!; Why choose fdp?:Dr. Vincent Oliva, president of the Fédération des médecins spécialistes du Québec, talks about the special relationship between fdp and physicians.; Our exclusive offer for dentists, and more!

  • 18 May 2021
    Dialogue
    Dialogue
    Dialogue – May 2021 Edition

    The 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.

  • 17 May 2021
    Valuable - Read
    Expert insight
    Advice, 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.

  • 16 February 2021
    Dialogue
    Dialogue
    Dialogue – 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

  • 10 February 2021
    Trusts - Read
    Expert insight, Financial and estate planning
    Trusts: new reporting requirement

    The Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.

  • 08 February 2021
    Expert insight
    QPIP: a plan for the families of today

    The QPIP improvements are significant and will help you better plan your maternity or parental leave.

  • 07 January 2021
    In focus, News
    COVID-19 – Closure of Financial’s offices

    An exceptional situation.

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