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Expert insightInvest in the future
Our fdp Perspective Private Portfolio and its optionalities can become a very attractive option for you.
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Expert insight, Investment and marketsInvest in the future
fdp is launching this health-focused optionality, which seeks to capitalize on the current and future impacts of developments in this space on our societies, as well as on the considerable investments in this area.
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Expert insight, Financial and estate planningYour financial plan and inflation: still well aligned?
Is the rise in inflation starting to seriously worry you? It’s hard to remain indifferent to a situation that could impact your financial plan!
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Expert insight, Financial and estate planningDesignate a trusted contact person for your protection
The Autorité des marchés financiers (AMF) is the organization mandated by the government of Quebec to oversee Quebec’s financial sector and to provide assistance to consumers of financial products and services.
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Expert insight, Financial and estate planningThe real value of advice
We believe in the value of advice because it’s the decisive factor in achieving the best performance, in both your personal and business financial plan.
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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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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.
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Expert insight, Taxation and incorporationIncorporation: what is your business limit?
Professionals continue to adapt to the many changes that have been made to the incorporation rules.
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Expert insightPlan your finances now for 2021
We therefore offer you some food for thought regarding your financial plan and some points that you could discuss with your advisor at a future meeting.