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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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20 February 2024
Distinctions, In focus, Newsfdp awarded Concilivi seal for 3rd 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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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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03 October 2023
In focusUpdate to our Privacy PolicyWe have updated our Privacy Policy which deals with personal information, effective September 22, 2023.
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22 September 2023
In focus, In the mediaBernard Fortin and Léa Saadé re-elected to IQPF Board of DirectorsWe are pleased to announce that Bernard Fortin, Vice-President, Private Management, has been elected for a second term as Chairman of the IQPF Board of Directors.
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14 September 2023
In focus, In the mediaAnik Bougie interviewed in La Presse
In an article by Stéphanie Bérubé of La Presse, Anik Bougie shares her expertise on new and, shall we say, less traditional employee benefits concepts.
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05 September 2023
Expert insight, In focus, Investment and markets, NewsDeciphering the markets: the value of economic indicatorsLeading economic indicators are among the tools that economists and investment strategists use to make plausible forecasts.
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07 August 2023
Financial and estate planning, In focus, In the mediaA column Train de vie in La Presse with Raphaël HainaultIn a column Train de vie in La Presse, the journalist Marc Tison and Raphaël Hainault, Wealth Management Advisor and Associate Portfolio Manager at fdp, discuss a case study in which a single woman in her mid-forties with a financial nest questions the appropriateness of acquiring a condo.
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31 July 2023
In focus, In the mediaAnik Bougie talks about inheritance in La Presse
In a column Train de vie in La Presse, the journalist Martine Letarte and Anik Bougie, Practice Leader, Financial Planning and Taxation at fdp, address the issue of leaving a substantial inheritance to loved ones, when one of the beneficiaries is addicted and others are under 18.
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18 April 2023
In focus, In the mediaDaniel Solomon, Vice-President and Chief Investment Officerfdp Private Management – Professionals’ Financial is proud to announce the appointment of Daniel Solomon, M.Sc., CFA, as Vice-President and Chief Investment Officer. In this capacity, he will head up all of the firm’s investment management activities and sit on its management committee.
