Expert insight Archives ⋆ Page 4 of 5 ⋆ fdp Private Wealth Management

27 November 2019

Expert insight
Canadian and U.S. monetary policy: two very different trajectories
The U.S.-China trade war has caused a great deal of economic uncertainty over the past few quarters. What can we expect in the coming months?
22 November 2019

Expert insight, Finance and investments, Financial and estate planning
Protection of vulnerable persons: changes in sight
Take the necessary steps to preserve your peace of mind!
29 September 2019

Expert insight, Financial and estate planning
Challenges of succession liquidators and testamentary trust trustees
A liquidator and a trustee are both persons of trust who must ensure that a patrimony is transmitted to its beneficiaries according to best practices. The choice of a liquidator or a trustee, especially when it concerns your patrimony, is essential.
02 August 2019

Expert insight
Investment News
On May 2, 2019, the United States announced major sanctions against all countries that import Iranian oil. The U.S. administration’s intention was to deprive the Iranian regime of its main source of revenue by cutting the equivalent of 700,000 to 800,000 barrels of crude per day.
15 July 2019

Expert insight, Financial and estate planning
Pension plans: Who gets the death benefit when you die?
A detailed assessment of your situation is even more important if your matrimonial status changed during your life as a result of a separation or divorce, followed by a de facto union or a new civil union or marriage. Achieving your estate objectives could be jeopardized. . To better understand the rules that could apply […]
11 July 2019

Expert insight, Investment and markets
Create a real impact with responsible investing
For the past ten years, the world of investment has been shaken up by the arrival of responsible investing, a new market trend which continues to grow.
07 January 2019

Case study, Expert insight, Taxation and incorporation
Should I save in my TFSA or in my corporation? Case study
Unfortunately there’s no universal answer, since the decision depends on a number of factors, the most important being your asset allocation.
21 December 2018

Expert insight
Market update
The key feature of 2018 has been the resumption of volatility on the financial markets. As a result, many investors have experienced a wide range of emotions. So we think it’s a good time to provide a market update.
04 September 2018

Expert insight
The leverage loan: to be used or avoided?
Many investors are unfamiliar with the leverage loan, and for good reason! Since it is a special investment strategy, you have to know all the ins and outs to use it properly.
27 June 2018

Expert insight, Taxation and incorporation
Owning a home in the United States: Make sure you understand the rules!
In Canada, home values have been constantly rising for many years now, and this overheating of the real estate market shows no signs of abating. In this environment, the idea of owning a home abroad could become a very attractive option.