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  • 21 June 2022
    Expert insight
    Invest in the future

    Our fdp Perspective Private Portfolio and its optionalities can become a very attractive option for you.

  • 20 June 2022
    Expert insight, Investment and markets
    Invest 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.

  • 22 April 2022
    Expert insight, Financial and estate planning
    Your 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!

  • 18 January 2022
    Trusted - Read
    Expert insight, Financial and estate planning
    Designate 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.

  • 18 May 2021
    Advice - Read
    Expert insight, Financial and estate planning
    The 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.

  • 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.

  • 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.

  • 26 January 2021
    Incorporation - Read
    Expert insight, Taxation and incorporation
    Incorporation: what is your business limit?

    Professionals continue to adapt to the many changes that have been made to the incorporation rules.

  • 11 December 2020
    Expert insight
    Plan 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.

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