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22 March 2024
Financial and estate planningSell my dental practice and secure my retirementJohn opened his dental practice in the Quebec City area in the mid-1990s. For the past fifteen years, his wife Sylvia has worked with him as his dental secretary and has also helped him run the practice. Each is a parent of two children from a previous union, who are now financially independent adults.
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22 March 2024
Financial and estate planning, NewsGrow my family, plan my retirement: how to achieve my goals?Sarah, 33, practises her profession of notary as a partner in a private practice. Her husband, Stephen, 35, is Director of Operations for the City of Saint-Hyacinthe. They live on the outskirts of the city, with their two children, aged 7 and 4.
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22 March 2024
Financial and estate planningAdvance my career by becoming a shareholder of my corporationMiriam is a 33-year-old single architect. She lives and works in Quebec City, where she has owned a condo in a renovated heritage building for the past six years. She is passionate about her profession and regularly travels to various countries on business, or to satisfy her curiosity and her desire to enrich her cultural knowledge.
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01 March 2024
Financial and estate planning, In focus, In the media, NewsManage your financial anxiety with Léa Saadé in Protégez-vousProtégez-vous journalist Emmanuelle Gril speaks with Léa Saadé, Regional Vice-President, Montréal-Centre and North Shore, about how to reduce the stress of managing our finances.
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01 February 2024
Financial and estate planning, In focus, In the media, NewsAnik Bougie explains the loud budgeting in the Journal 24 heuresYou might have seen some influencer talking about their finest tricks to save money all over social media. This new tendency is called loud budgeting.
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06 November 2023
Financial and estate planning, In the media, NewsThe myths and realities of retirement with Léa Saadé in La Presse
As part of an article by Jean Gagnon in La Presse, Léa Saadé helps readers to debunk certain myths, while highlighting elements that have become new realities in financial planning for retirement.
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26 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie explores the TFSA at retirement in Le Journal de Montréal
In an article by Emmanuelle Gril of Le Journal de Montréal, Anik Bougie breaks down certain aspects of the Tax-Free Savings Account (TFSA), which can be a valuable asset.
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22 October 2023
Financial and estate planning, NewsLéa Saadé talks to La Presse about retirement investing
In La Presse’s Train de vie column by Martine Letarte, Léa Saadé, offers sound advice on how to ensure that the assets of retired “Lisette” are properly invested and secure.
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14 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie talks about donation of shares listed on the stock exchange in Les Affaires
Anik Bougie answers a reader’s question: what are the tax consequences of a donation of shares listed on the stock exchange?
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28 September 2023
Financial and estate planning, In the media, NewsMarie-Pier Drolet & Yannick Bernier united for ULavalMarie-Pier Drolet et Yannick Bernier, Wealth Management Advisors at fdp Private Management, recently made a major will donation to support teaching, research and innovation at Université Laval’s Faculty of Medicine.
