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14 November 2024
Finance and investments, Financial panorama, In focus, Investment and markets, NewsWhat moved the markets in OctoberFurther 0.50% rate cut by the Bank of Canada.
Market positioning in response to a second term for Donald Trump as President of the United States. -
13 November 2024
In focus, In the media, NewsOn Concilivi’s blog, Barbara Noaille talks about caregivernessBarbara Noaille, Talent Acquisition and Candidate Experience Manager, explains what led fdp Private Wealth Management to enhance its work-life balance measures by adding a caregiver component.
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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.
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28 October 2024
In focus, In the media, News, Taxation and incorporationLéa Saadé offers advice to a La Presse reader on financing renovations before retirementIn an article by La Presse journalist Martine Letarte, Léa Saadé, Regional Vice-President Montreal Centre, North Shore at fdp Private Wealth Management, analyzes a reader’s finances.
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16 October 2024
Distinctions, In focus, Newsfdp Private Wealth Management obtains Women in Governance’s Parity CertificationObtaining the Parity Certification reflects our commitment to gender parity and the advancement of women from all backgrounds.
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15 October 2024
Financial panorama, In focus, Investment and markets, NewsWhat moved the markets in SeptemberChina unveils new initiatives to stimulate its economy. First round of rate cuts by the Fed. The FTSE Canada Universe Bond Index, which includes Canadian government and corporate bonds, has posted a positive return of 4.27% year to date
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18 September 2024
Financial panorama, In focus, Investment and markets, NewsWhat moved the markets in AugustOn September 4, the Bank of Canada cut its policy rate for the third time, by 0.25%, to 4.25%. The market is expecting two or three more cuts this year.
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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.
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15 August 2024
Financial panorama, In focus, Investment and markets, NewsWhat moved the markets in JulySignificant rise in stock markets, mainly outside the U.S. Global economic slowdown.
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07 August 2024
In focus, In the media, News, Taxation and incorporationFinancial security for snowbirds with Anik Bougie in CSF MAG
As part of an article by Emmanuelle Gril for CSF MAG, the Chambre de la sécurité financière’s journal, our Practice Leader, Financial Planning and Taxation, Anik Bougie, was interviewed along with other experts in the field to remind people who travel abroad several months a year of the best practices regarding their finances.
