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Distinctions, News, Press releaseFundgrade 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.
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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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NewsIPSOS 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.
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NewsDialogue – 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!
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DialogueDialogue – 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.
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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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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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Expert insight, Financial and estate planningTrusts: new reporting requirement
The Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.
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Expert insightQPIP: a plan for the families of today
The QPIP improvements are significant and will help you better plan your maternity or parental leave.