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  • 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.

  • 01 March 2024
    Financial and estate planning, In focus, In the media, News
    Manage your financial anxiety with Léa Saadé in Protégez-vous

    Protégez-vous journalist Emmanuelle Gril speaks with Léa Saadé, Regional Vice-President, Montréal-Centre and North Shore, about how to reduce the stress of managing our finances.

  • 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.

  • 16 February 2024
    Investment and markets, News
    What moved the markets in January

    No rate hike by the Bank of Canada or the Fed. Canadian economy slowing, but not in recession. Solid growth of the U.S. economy.

  • 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.

  • 26 January 2024
    Financial and estate planning, In focus, In the media, News, Taxation and incorporation
    Anik Bougie interviewed in the Journal de Montréal

    In an article by Emmanuelle Gril of the Journal de Montréal, Anik Bougie, Practice Leader, Financial Planning and Taxation, illustrates the real value of two taxpayers’ after-tax income following a salary increase, based on their household composition.

  • 17 January 2024
    Restauration - Closed - Read
    Investment and markets, News
    What moved the markets in December

    With inflation continuing to fall during the last quarter, the Canadian and U.S. central banks slowed their rate hikes, but are also considering rate cuts in 2024. However, the war is not won, as the heads of these institutions like to point out.

  • 28 December 2023
    News
    Checklist for your 2023 taxes

    Tax season is around the corner, which means that it’s almost time to declare your income for 2023, making sure to claim all the tax credits and deductions available to you.

  • 27 December 2023
    News
    Anik Bougie reminds in Les Affaires that AMT rules will change in January

    In an interview in Les Affaires, Anik Bougie, Practice Leader, Financial Planning and Taxation at fdp Private Management, considers that certain tax strategies should be conducted before the end of the year by high-wage earners, to avoid being touched by the new alternative minimum tax (AMT) rules revealed in March by Minister Freeland.

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