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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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14 June 2024
Financial panorama, In focus, Investment and markets, NewsWhat moved the markets in MayStrong growth on U.S. markets, largely due to results from Nvidia, which is spearheading investment in artificial intelligence.
First policy rate cuts. -
07 June 2024
Financial and estate planning, In the media, NewsWork-life balance with Raphaël Hainault in La PresseIn a Train de vie column by Marc Tison of La Presse, a 46-year-old mechanic hopes to gradually reduce the number of days he works to maintain a balance between his professional and personal life. A proponent of voluntary simplicity, he believes he will be able to retire in a little over 10 years.
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15 May 2024
Financial panorama, NewsWhat moved the markets in AprilWidespread fears about inflation. U.S. economy still growing.
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22 April 2024
Financial and estate planning, In focus, In the media, NewsRaphaël Hainault puts AI under the microscope
Raphaël 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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17 April 2024
NewsRemote working abroad and its consequences
Remote working abroad may have tax implications, and the responsibility lies as much with the employee as with the employer. Our Practice Leader, Financial Planning and Taxation, Anik Bougie, explains it all in Charles Poulin’s article in Les Affaires.
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04 April 2024
NewsTelework: documents for your tax return
In the latest issue of Les Affaires magazine, Anik Bougie, Practice Leader, Financial Planning and Taxation, talks to journalist Charles Poulin about telework expense claims. The simplified method no longer exists, so you have to use the detailed method. Make sure you have the appropriate forms from your employer, as well as receipts for eligible expenses.
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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, NewsShould I incorporate and how can I protect my family?Nadine, 37, is an anesthetist. Her spouse, Andrew, 38, is a construction contractor. Married for 15 years, they have three children, aged 8 to 14. The youngest, Nathan, has an autism spectrum disorder that requires special care.
