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31 July 2024
In focus, In the media, News, Taxation and incorporationTo incorporate or not? Léa Saadé answers in La PresseLéa Saadé, Regional Vice-President, Montreal Centre, North Shore, spoke with journalist Martine Letarte to answer a question from a La Presse reader about whether, given his situation, it would be better to incorporate.
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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.
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19 July 2024
In focus, In the media, News, Taxation and incorporationMarc-André Lavergne discusses AI in entracteMarc-André Lavergne, tax specialist at fdp Private management, summarizes, in the latest issue of entracte, the magazine of the Chambre des notaires du Québec, the thoughts of the Symposium sur l’impact de l’intelligence artificielle sur les professions de la planification financière et fiscale related to the notarial profession.
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18 June 2024
In focus, In the media, News, Taxation and incorporationTransferring a RRIF from the deceased to the surviving spouse. Tax implications with Anik BougieThis article highlights the delicate tax implications and the essential steps to take to ensure a smooth financial transition with no tax surprises.
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22 April 2024
Financial and estate planning, In focus, In the media, NewsRaphaël Hainault puts AI under the microscopeRaphaël Hainault analyzes the financial advice provided by Gemini, Google’s conversational agent, in an article by Karim Benessaieh of La Presse.
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18 April 2024
Expert insight, In focus, NewsFederal budget 2024-2025: changes to the capital gains inclusion rateFederal Finance Minister Chrystia Freeland presented her 2024-2025 budget on Tuesday, April 16. At fdp Private Wealth Management, our specialists Anik Bougie, Practice Leader, Financial Planning and Taxation, and Marc-André Lavergne, Tax Specialist, analyzed this budget to determine the elements most likely to impact our professional clients.
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04 April 2024
In focus, In the media, News, Taxation and incorporationSeniors and caregivers, you’re entitled to tax credits
Anik Bougie, Practice Leader, Financial Planning and Taxation, in her latest media appearances, points out that you may be eligible for tax credits based on certain criteria. She says that to avoid confusion and to make sure you know which government programs you’re eligible for, seeking help from a professional can be a considerable asset.
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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.
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18 March 2024
In focus, In the media, News, Taxation and incorporationAnik Bougie live at LCNIn an interview at LCN, Anik Bougie, Practice Leader, Financial Planning and Taxation at fdp, She informs Simon and her audience of the availability of a number of social and fiscal measures to ease the budget of caregivers, seniors and people with disabilities.
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07 March 2024
In focus, In the media, News, Taxation and incorporationAnik Bougie explains the gaps between employer’s tax slips
The amount on your Relevé 1 is different from the amount on your T4? fdp’s Practice Leader, Financial Planning and Taxation, Anik Bougie, reassures us and explains why in an article by Jean-Michel Clermont-Goulet in the 24 heures journal.
