fdp, financial intelligence, is the new signature of our firm. But what does that mean for you, as a client? Beyond the image it creates, what value does this financial intelligence add to your professional and personal daily life?
We know your world
The approach we have taken is precise: to ensure that professionals benefit from a more personalized approach than ever. It means understanding your situation and your challenges, and having recourse to the best specialists in different fields to advise you and offer you very targeted answers, based on your unique situation.
Our areas of expertise? Investments and private management, personal and corporate financial planning including, among other things, tax optimization, incorporation, purchase or sale of a practice or clinic, legal aspects, retirement and estate planning, in short all the career stages and life events where the advice of a team of specialists in your profession, who have business acumen and who know the current and future trends in their field, will have a decisive effect.
Examples, please!
We interviewed many of our experts so that they could tell us in their own words how this financial intelligence will manifest itself in their relationship with you.
Our process of analyzing the needs of our clients stands out from that of other financial institutions. Like the professionals themselves, we take a methodical approach, which consists in gathering information in order to build an accurate analysis of each situation. We act intelligently and measuredly, because we want our recommendations to be consistent with the current state of our financial knowledge, and we can go into depth because we serve a well-identified group.
Like us, our platforms are evolving!
Technology is everywhere. It has greatly helped you in your professional activities, accelerating and simplifying processes, and making your interventions more efficient. For our part, it enables us to get closer to you, to reduce delays and to focus on the essential: achieving your goals.
As you know, the investment world is dominated by technology. It is worldwide and ever-present. This new stage of development we’re embarking on will further leverage our knowledge of the markets through constant monitoring of its developments. New products, latest trends, sector evolvement: we’ve given ourselves the tools to track the movements that are constantly impacting the investment world. And we take the time to understand these trends and interpret them from the perspective of the needs of professionals. At the end of the day, we want to keep only the best and adapt it to your reality.
User-friendly virtuality
In our current environment, technology is also our best tool for staying in touch with you and sharing information that will help you make the best decisions. Because of the health crisis, our meetings are now virtual, but they are just as friendly and informative. Our events come to you in the comfort of your environment with webinars designed for your needs and your life situations. For you, our experts dissect a host of subjects that will help you understand financial issues from a professional perspective, based on your reality. This formula will be enhanced with podcasts over the next few months, but will remain focused on your concerns and on responding to them simply.
