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  • 07 November 2024
    News
    Major changes to LIFs starting in 2025

    The 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.

  • 16 October 2024
    Distinctions, In focus, News
    fdp Private Wealth Management obtains Women in Governance’s Parity Certification

    Obtaining the Parity Certification reflects our commitment to gender parity and the advancement of women from all backgrounds.

  • 15 October 2024
    Financial panorama, In focus, Investment and markets, News
    What moved the markets in September

    China 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

  • 18 September 2024
    Financial panorama, In focus, Investment and markets, News
    What moved the markets in August

    On 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.

  • 20 August 2024
    Data security, News
    Artificial Intelligence: Uses and tips to protect the confidentiality of your data

    How is this technology revolutionizing the way we communicate, work and play?

  • 15 August 2024
    Financial panorama, In focus, Investment and markets, News
    What moved the markets in July

    Significant rise in stock markets, mainly outside the U.S. Global economic slowdown.

  • 19 July 2024
    In focus, In the media, News, Taxation and incorporation
    Marc-André Lavergne discusses AI in entracte

    Marc-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.

  • 07 June 2024
    Financial and estate planning, In the media, News
    Work-life balance with Raphaël Hainault in La Presse

    In 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.

  • 22 April 2024
    Financial and estate planning, In focus, In the media, News
    Raphaël 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.

  • 17 April 2024
    News
    Remote 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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