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12 March 2024
Financial panorama, Investment and markets, NewsWhat moved the markets in FebruaryNo 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.
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07 March 2024
In focus, In the media, News, Taxation and incorporationAnik Bougie explains the gaps between employer’s tax slipsThe 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.
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01 March 2024
Financial and estate planning, In focus, In the media, NewsManage your financial anxiety with Léa Saadé in Protégez-vousProtégez-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.
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20 February 2024
Distinctions, In focus, Newsfdp 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.
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06 February 2024
Distinctions, Investment and markets, News, Press releasefdp (Professional’s Financial) shines again with two new FundGrade A+® distinctionsOnce 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:
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01 February 2024
Financial and estate planning, In focus, In the media, NewsAnik 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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28 December 2023
NewsChecklist for your 2023 taxesTax 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.
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27 December 2023
NewsAnik 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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29 November 2023
NewsNew partnership between the APPSQ and fdpIt is with great enthusiasm that we announce the partnership agreement between fdp Private Management and the Association professionnelle des pharmaciens salariés du Québec (APPSQ)
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09 November 2023
NewsPhishing: Protect your personal data!Protecting the information of our clients, employees and partners is of the utmost importance to us.
