-
14 November 2024
Financial and estate planning, In the mediaLéa Saadé sees philanthropy as a corporate assetIn a recent article by Émilie Laperrière in La Presse, Léa Saadé describes fdp Private Wealth Management interest in the causes close to its employees, notably by offering certain donations, sponsorships or a half-day off to volunteer.
-
07 November 2024
Expert insight, Financial and estate planning, In focus, News, Taxation and incorporationYour year-end 2024 tax strategiesYear-end is a good time to take stock of your finances. We share a series of useful recommendations.
-
26 August 2024
Financial and estate planning, In focus, In the media, News, Taxation and incorporationFHSA particularities with Anik Bougie in the Journal de MontrealAnik Bougie was asked to remind us of the conditions that must be met when opening a FHSA and upon withdrawal, along with the particularities that are added on when the spouse is already a homeowner.
-
22 July 2024
Financial and estate planning, In focus, In the media, NewsHolidays and financial management with Léa Saadé on LCN
Léa Saadé, Regional Vice-President, Montreal Centre, North Shore, was on LCN on Saturday, July 20, giving viewers of Québec Matin, hosted by Simon Gamache Fortin, tips on how to enjoy a stress-free vacation.
-
07 June 2024
Financial and estate planning, In the media, NewsWork-life balance with Raphaël Hainault in La PresseIn a Train de vie column by Marc Tison of La Presse, a 46-year-old mechanic hopes to gradually reduce the number of days he works to maintain a balance between his professional and personal life. A proponent of voluntary simplicity, he believes he will be able to retire in a little over 10 years.
-
22 April 2024
Financial and estate planning, In focus, In the media, NewsRaphaël Hainault puts AI under the microscope
Raphaël Hainault analyzes the financial advice provided by Gemini, Google’s conversational agent, in an article by Karim Benessaieh of La Presse.
-
22 March 2024
Financial and estate planning, In focusWhat is the added value of a financial planner?We asked Chantal Lamoureux and Bernard Fortin about how the profession of financial planner has evolved and the added value that financial planners offer to professionals, the self-employed and entrepreneurs.
-
22 March 2024
Financial and estate planning, NewsShould I incorporate and how can I protect my family?Nadine, 37, is an anesthetist. Her spouse, Andrew, 38, is a construction contractor. Married for 15 years, they have three children, aged 8 to 14. The youngest, Nathan, has an autism spectrum disorder that requires special care.
-
22 March 2024
Financial and estate planningSell my pharmacy and plan my retirementPierre-Jean, 57, has owned a pharmacy in Trois-Rivières for some twenty years. He is married to Helena, 52. Their two children, Laura and Philippe, are in their twenties and have chosen professions other than pharmacy.
-
22 March 2024
Financial and estate planningPlan a sabbatical and ensure equity between spousesMaeve, 30, is a salaried pharmacist. Her de facto spouse, Vincent, has been a teacher at Cegep de l’Outaouais for about ten years. They live in a small, comfortable house in Gatineau, which Vincent bought five years ago.
