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  • 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.

  • 15 May 2024
    Financial panorama, News
    What moved the markets in April

    Widespread fears about inflation. U.S. economy still growing.

  • 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.

  • 18 April 2024
    Expert insight, In focus, News
    Federal budget 2024-2025: changes to the capital gains inclusion rate

    Federal 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.

  • 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.

  • 04 April 2024
    News
    Telework: 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.

  • 04 April 2024
    In focus, In the media, News, Taxation and incorporation
    Seniors 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.

  • 22 March 2024
    Financial and estate planning, News
    Should 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.

  • 22 March 2024
    Financial and estate planning, News
    Grow my family, plan my retirement: how to achieve my goals?

    Sarah, 33, practises her profession of notary as a partner in a private practice. Her husband, Stephen, 35, is Director of Operations for the City of Saint-Hyacinthe. They live on the outskirts of the city, with their two children, aged 7 and 4.

  • 18 March 2024
    In focus, In the media, News, Taxation and incorporation
    Anik Bougie live at LCN

    In an interview at LCN, Anik Bougie, Practice Leader, Financial Planning and Taxation at fdp, She informs Simon and her audience of the availability of a number of social and fiscal measures to ease the budget of caregivers, seniors and people with disabilities.

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