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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.
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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 Bougie
This 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.
