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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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06 November 2023
Financial and estate planning, In the media, NewsThe myths and realities of retirement with Léa Saadé in La PresseAs part of an article by Jean Gagnon in La Presse, Léa Saadé helps readers to debunk certain myths, while highlighting elements that have become new realities in financial planning for retirement.
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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 MontréalIn 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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22 October 2023
Financial and estate planning, NewsLéa Saadé talks to La Presse about retirement investing
In La Presse’s Train de vie column by Martine Letarte, Léa Saadé, offers sound advice on how to ensure that the assets of retired “Lisette” are properly invested and secure.
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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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29 September 2023
In the media, NewsLéa Saadé’s portrait in the Conseiller
In 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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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.
