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13 March 2025
Financial panorama, In focus, Investment and markets, NewsTariff wars and financial market fluctuations: Impact and outlookMarkets mostly down at the end of the month. Increased volatility due to tariff threats.
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24 February 2025
Financial and estate planning, In focus, In the media, NewsPay off your debts or save with Marie-Pier Drolet in Protégez-vousSometimes it’s hard to decide whether to save more or pay off our debts, since each option offers distinct advantages.
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24 February 2025
Distinctions, In focus, Newsfdp awarded Concilivi seal for 4th year!Obtaining the Concilivi seal is an important recognition of the practices and policies we have developed for our employees to help them achieve a balance between their work and their personal and family life, as well as informal caregiving.
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21 February 2025
Financial and estate planning, In focus, In the media, NewsWhat to expect in 2025 according to Nicolas Karaoglanian in La PresseLa Presse journalist Émilie Laperrière asked Nicolas Karaoglanian about his forecasts for the financial markets in 2025.
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17 February 2025
Financial and estate planning, In focus, In the media, NewsTax-saving tips for retirees with Nicolas Karaoglanian in the Journal de Montréal
In a recent article by journalist Emmanuelle Gril in the Journal de Montréal, Nicolas Karaoglanian points out a few strategies to pay less tax in retirement.
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14 February 2025
In focusCouples finances with Nathalie Poisson and Anik Bougie on 98.5 FMOn 98.5 FM Radio textos, hosted by Marie-Ève Tremblay,Nathalie B. Poisson, notaire, et Anik Bougie, Director, Financial Planning Advisory Services, discussed about tax implications and legal considerations to help couples make informed decisions about their finances.
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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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16 October 2024
Distinctions, In focus, Newsfdp Private Wealth Management obtains Women in Governance’s Parity Certification
Obtaining the Parity Certification reflects our commitment to gender parity and the advancement of women from all backgrounds.
