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14 November 2024
Finance and investments, Financial panorama, In focus, Investment and markets, NewsWhat moved the markets in OctoberFurther 0.50% rate cut by the Bank of Canada.
Market positioning in response to a second term for Donald Trump as President of the United States. -
13 November 2024
In the media, News, Taxation and incorporationAnik Bougie in Les AffairesIn a recent collaboration with Charles Poulin of Les Affaires newspaper, Anik discusses tax consequences in an article that shows how some companies compete in ingenuity to retain their employees.
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13 November 2024
In focus, In the media, NewsOn Concilivi’s blog, Barbara Noaille talks about caregivernessBarbara Noaille, Talent Acquisition and Candidate Experience Manager, explains what led fdp Private Wealth Management to enhance its work-life balance measures by adding a caregiver component.
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07 November 2024
NewsMajor changes to LIFs starting in 2025The Quebec government recently announced new measures for life income funds (LIFs), effective January 1, 2025. The purpose of these changes is to offer Quebecers greater flexibility in their financial planning for retirement. Note that this reform applies only to Quebec LIFs.
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07 November 2024
Expert insight, Financial and estate planning, In focus, News, Taxation and incorporationYour year-end 2024 tax strategiesYear-end is a good time to take stock of your finances. We share a series of useful recommendations.
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28 October 2024
In focus, In the media, News, Taxation and incorporationLéa Saadé offers advice to a La Presse reader on financing renovations before retirementIn an article by La Presse journalist Martine Letarte, Léa Saadé, Regional Vice-President Montreal Centre, North Shore at fdp Private Wealth Management, analyzes a reader’s finances.
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16 October 2024
Distinctions, In focus, Newsfdp Private Wealth Management obtains Women in Governance’s Parity CertificationObtaining the Parity Certification reflects our commitment to gender parity and the advancement of women from all backgrounds.
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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 Montreal
Anik 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.
