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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 JanuaryIn 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.
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09 November 2023
NewsVacation time is also cyberattack time…To avoid having your well-deserved break spoiled by the theft of your personal data, here are some useful tips to put into practice before you leave on vacation.
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26 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie explores the TFSA at retirement in Le Journal de Montréal
In an article by Emmanuelle Gril of Le Journal de Montréal, Anik Bougie breaks down certain aspects of the Tax-Free Savings Account (TFSA), which can be a valuable asset.
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16 October 2023
In the media, Investment and markets, NewsAnik Bougie explains the advantages of the THSA in Protégez-vous
In 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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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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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.
