Expert insight Archives ⋆ fdp Private Wealth Management

10 December 2024

Expert insight, Finance and investments, News
Video Our view on the financial markets
Our fdp Private Wealth Management strategists, Daniel Solomon and Yann Furic, explain their views on the state of the financial markets at the end of 2024 and discuss the outlook for 2025.
07 November 2024

Expert insight, Financial and estate planning, In focus, News, Taxation and incorporation
Your year-end 2024 tax strategies
Year-end is a good time to take stock of your finances. We share a series of useful recommendations.
18 April 2024

Expert insight, In focus, News
Federal budget 2024-2025: changes to the capital gains inclusion rate
Federal Finance Minister Chrystia Freeland presented her 2024-2025 budget on Tuesday, April 16. At fdp Private Wealth Management, our specialists Anik Bougie, Practice Leader, Financial Planning and Taxation, and Marc-André Lavergne, Tax Specialist, analyzed this budget to determine the elements most likely to impact our professional clients.
06 February 2024

Expert insight, Finance and investments
Our perspective: Economic trends and financial markets
Our investment specialists talk about the factors that have influenced the markets in recent months and what they see ahead for 2024.
05 September 2023

Expert insight, In focus, Investment and markets, News
Deciphering the markets: the value of economic indicators
Leading economic indicators are among the tools that economists and investment strategists use to make plausible forecasts.
02 February 2023

Expert insight, Finance and investments
Round Table – Perspectives 2023
Round Table – Perspectives 2023
20 January 2023

Expert insight, Financial and estate planning, News
Overview of new legislation 2022: how it will affect you
In 2022, four laws affecting individuals and families were passed in Quebec. Your fdp notaries wanted to summarize the most significant new provisions, especially those which will undoubtedly have a more immediate impact on your personal and professional life.
10 January 2023

Expert insight, Investment and markets, News
RRSP, TFSA and RESP: maximize your savings!
Do you contribute the maximum annual amount to your registered savings plans? If you haven’t already done so, make a resolution to optimize your savings in your registered plans in order to benefit from the tax deductions or grants available to you.
02 December 2022

Expert insight, Finance and investments
What happens in the markets at night?
In these times of upheaval, some people pay closer attention to market behavior and economic news.
14 July 2022

Expert insight, Financial and estate planning
Family law reform: many changes!
This Act, which has just passed the final stage of its coming into force, seeks to significantly reform family law, and concerns all Quebecers. Considering how our societies are evolving, this reform was eagerly awaited and its new provisions will be implemented over the next two years.