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26 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie explores the TFSA at retirement in Le Journal de MontréalIn an article by Emmanuelle Gril of Le Journal de Montréal, Anik Bougie breaks down certain aspects of the Tax-Free Savings Account (TFSA), which can be a valuable asset.
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14 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie talks about donation of shares listed on the stock exchange in Les Affaires
Anik Bougie answers a reader’s question: what are the tax consequences of a donation of shares listed on the stock exchange?
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28 September 2023
Financial and estate planning, In the media, NewsMarie-Pier Drolet & Yannick Bernier united for ULavalMarie-Pier Drolet et Yannick Bernier, Wealth Management Advisors at fdp Private Management, recently made a major will donation to support teaching, research and innovation at Université Laval’s Faculty of Medicine.
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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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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.
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11 May 2021
In the mediaClarify certain elements before retirementHow do you assess whether the investments for retirement will be sufficient? And above all, how long can a couple maintain their habits on these assets?
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27 April 2021
In the mediaIQPF designates Audrey Lopez de la Osa as his Spotlight
Audrey Lopez de la Osa, Wealth Management Advisor at fdp, held an interview with the Institut québécois de planification financière (IQPF), in which she describes how her role as an advisor has become a vocation.
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19 March 2021
In the mediaReal estate: get ready without getting overwhelmed by pressure and emotion
In the outbreak of real estate prices and the harshness of both buyers and sellers, Saber Gallali, B.A.A., F. Pl., Wealth Management Advisor, enlightens 24H Montréal’s readers on the traps to avoid in Anne-Sophie Roy’s article.
