As part of our comprehensive wealth management and financial planning offer, fdp Private Wealth Management makes available to you a number of complementary expert services that you may require.
Some are offered directly as part of our service offer, such as our Securities Service for new clients and, for employers, our Group RRSP offer for their employees.
To meet certain needs that do not fall within our areas of expertise, we have also developed agreements with quality partners who know the world of professionals and have developed in-depth experience of the financial issues they face in their careers and personal lives. Their skills could prove invaluable to you in responding to certain specific wealth management needs.
Specialized services tailored to your needs
Here is a non-exhaustive list of these partners:
- MultiD – accounting management and medical billing
- Sogemec Assurances – insurance services for physicians and notaries
- Sogedent Assurances – insurance services for dentists
- National Bank partnership – mortgage loans and banking services
- Eterna Trust – complete estate liquidation services and testamentary trust
