Since your wealth is built throughout your working life, investing your savings in a diversified portfolio of investments allows you to take advantage of the best market opportunities to grow your assets and secure your financial future.
Your investor profile: the key to success!
The first step is to establish your investor profile with your wealth management advisor. By defining your investment objectives and horizon, as well as your risk tolerance, your advisor will be able to determine the most suitable choices and weighting for your portfolio.
Whether you’re an aggressive or a more cautious investor, and depending on your professional or personal stage of life, they will be able to recommend the best asset allocation for your investment portfolio and the best products to include in it, as well as the strategies to use (such as registered plans like RRSPs or TFSAs) to enhance your savings.
A variety of options
Depending on your financial capacity, you may also have access to more personalized investment solutions, developed to respond to the diversified needs of investors.
And since your investment portfolio evolves over time, you’ll be able to take advantage of more sophisticated investment products, tailored to your requirements by our fdp strategists.
Specific options are available to meet some of our investors’ needs, including a Securities Service for our new clients to gradually integrate your existing external investments into your fdp Private Wealth Management portfolio, and a Group RRSP service for our employer clients, which advantageously replaces the VRSP.
Specialized services tailored to your needs
- You may wish to consult one of our tax specialists to optimize the tax aspects of your personal or corporate investments.
Our expertise: your team
- Your advisor and financial planner
- Your portfolio manager for active, personalized management of your investment portfolio if you have more substantial assets.
