Taxation and incorporation Archives ⋆ fdp Private Wealth Management

12 December 2024

In the media, News, Taxation and incorporation
Our experts on the air to talk about succession
In a recent collaboration with Charles Poulin of Les Affaires newspaper, Anik discusses tax consequences in an article that shows how some companies compete in ingenuity to retain their employees.
13 November 2024

In the media, News, Taxation and incorporation
Anik Bougie in Les Affaires
In a recent collaboration with Charles Poulin of Les Affaires newspaper, Anik discusses tax consequences in an article that shows how some companies compete in ingenuity to retain their employees.
07 November 2024

Expert insight, Financial and estate planning, In focus, News, Taxation and incorporation
Your year-end 2024 tax strategies
Year-end is a good time to take stock of your finances. We share a series of useful recommendations.
28 October 2024

In focus, In the media, News, Taxation and incorporation
Léa Saadé offers advice to a La Presse reader on financing renovations before retirement
In an article by La Presse journalist Martine Letarte, Léa Saadé, Regional Vice-President Montreal Centre, North Shore at fdp Private Wealth Management, analyzes a reader’s finances.
26 August 2024

Financial and estate planning, In focus, In the media, News, Taxation and incorporation
FHSA particularities with Anik Bougie in the Journal de Montreal
Anik Bougie was asked to remind us of the conditions that must be met when opening a FHSA and upon withdrawal, along with the particularities that are added on when the spouse is already a homeowner.
07 August 2024

In focus, In the media, News, Taxation and incorporation
Financial security for snowbirds with Anik Bougie in CSF MAG
As part of an article by Emmanuelle Gril for CSF MAG, the Chambre de la sécurité financière’s journal, our Practice Leader, Financial Planning and Taxation, Anik Bougie, was interviewed along with other experts in the field to remind people who travel abroad several months a year of the best practices regarding their finances.
31 July 2024

In focus, In the media, News, Taxation and incorporation
To incorporate or not? Léa Saadé answers in La Presse
Léa Saadé, Regional Vice-President, Montreal Centre, North Shore, spoke with journalist Martine Letarte to answer a question from a La Presse reader about whether, given his situation, it would be better to incorporate.
19 July 2024

In focus, In the media, News, Taxation and incorporation
Marc-André Lavergne discusses AI in entracte
Marc-André Lavergne, tax specialist at fdp Private management, summarizes, in the latest issue of entracte, the magazine of the Chambre des notaires du Québec, the thoughts of the Symposium sur l’impact de l’intelligence artificielle sur les professions de la planification financière et fiscale related to the notarial profession.
18 June 2024

In focus, In the media, News, Taxation and incorporation
Transferring a RRIF from the deceased to the surviving spouse. Tax implications with Anik Bougie
This article highlights the delicate tax implications and the essential steps to take to ensure a smooth financial transition with no tax surprises.
04 April 2024

In focus, In the media, News, Taxation and incorporation
Seniors and caregivers, you’re entitled to tax credits
Anik Bougie, Practice Leader, Financial Planning and Taxation, in her latest media appearances, points out that you may be eligible for tax credits based on certain criteria. She says that to avoid confusion and to make sure you know which government programs you’re eligible for, seeking help from a professional can be a considerable asset.