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16 October 2023
In the media, Investment and markets, NewsAnik Bougie explains the advantages of the THSA in Protégez-vousIn an article by Emmanuelle Gril of ProtégezVous, Anik Bougie sets out some of the many aspects of THSA that we wouldn’t think of at first glance.
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14 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie talks about donation of shares listed on the stock exchange in Les Affaires
Anik Bougie answers a reader’s question: what are the tax consequences of a donation of shares listed on the stock exchange?
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29 September 2023
In the media, NewsLéa Saadé’s portrait in the ConseillerIn an interview given to Sylvie Lemieux in the Conseiller, Léa Saadé, MBA., Adm.A, Fin. Pl., Regional Vice-President, Montreal Centre, North Shore, at fdp Private Management, who has been involved in several challenges, many of which have been recognized, talks about her career in finance and reveals the key to her resilience.
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28 September 2023
Financial and estate planning, In the media, NewsMarie-Pier Drolet & Yannick Bernier united for ULavalMarie-Pier Drolet et Yannick Bernier, Wealth Management Advisors at fdp Private Management, recently made a major will donation to support teaching, research and innovation at Université Laval’s Faculty of Medicine.
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13 September 2023
In focus, Investment and markets, NewsWhat moved the markets in AugustViewed positively, the Canadian economy is slowing and the job market appears to be stabilizing. More negative aspect: inflation is slow to come down and the price of oil has returned to its peak of last November.
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05 September 2023
Expert insight, In focus, Investment and markets, NewsDeciphering the markets: the value of economic indicatorsLeading economic indicators are among the tools that economists and investment strategists use to make plausible forecasts.
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22 June 2023
News, Taxation and incorporationProhibition on the purchase of residential property by non-CanadiansIf you are the owner of a residential property with three housing units or less and intend to put it up for sale soon, know that a new measure has come into effect to prohibit the purchase of this type of property by non-Canadians for a specified period.
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22 June 2023
Investment and markets, NewsInnovation, growth and performance – Daniel Solomon, fdp’s new Chief Investment OfficerDaniel Solomon shares with us his observations gleaned from a diverse and productive career, and comments on joining fdp.
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21 June 2023
Investment and markets, NewsRound Table – Dialogue June 2023Our fund managers analyze the evolution of the situation and talk about stock market trends.
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21 June 2023
News, Taxation and incorporationNew rules: flipped residential propertiesGenerally, real estate is considered a safe investment that grows in value. If you acquire a residential property, it will most likely increase in value in the long term, provided of course that you regularly maintain the premises and make the necessary repairs or improvements.
