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  • 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.

  • 12 March 2024
    Read the article (with city scape image behind)
    Financial panorama, Investment and markets, News
    What moved the markets in February

    No change in the Bank of Canada or Fed policy rates. Canadian economy slowing, but not in recession. Continued growth of the U.S. economy. Record levels on the U.S. market, driven by the theme of artificial intelligence.

  • 07 March 2024
    In focus, In the media, News, Taxation and incorporation
    Anik Bougie explains the gaps between employer’s tax slips

    The amount on your Relevé 1 is different from the amount on your T4? fdp’s Practice Leader, Financial Planning and Taxation, Anik Bougie, reassures us and explains why in an article by Jean-Michel Clermont-Goulet in the 24 heures journal.

  • 20 February 2024
    Distinctions, In focus, News
    fdp awarded Concilivi seal for 3rd year!

    Obtaining the Concilivi seal is an important recognition of the practices and policies we have developed for our employees to help them achieve a balance between their work and their personal and family life, as well as informal caregiving.

  • 06 February 2024
    Fundgrade - Read
    Distinctions, Investment and markets, News, Press release
    fdp (Professional’s Financial) shines again with two new FundGrade A+® distinctions

    Once again, fdp (Professional’s Financial) shined during the gala evening held in Toronto on February 1 by Fundata inc., winning FundGrade A+® distinctions for remarkable and consistent risk-adjusted performance of two of its funds:

  • 01 February 2024
    Financial and estate planning, In focus, In the media, News
    Anik Bougie explains the loud budgeting in the Journal 24 heures

    You might have seen some influencer talking about their finest tricks to save money all over social media. This new tendency is called loud budgeting.

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