Practice Leader, Financial Planning and Taxation
Anik Bougie joined fdp Private Management in 2023 as Practice Leader, Financial Planning and Taxation. Her great expertise and know-how in her field make her a key person in informing our standards of excellence in providing comprehensive and highly personalized financial guidance. She also collaborates with our wealth management advisors to develop more complex strategies for the financial and tax planning of our clients.
Ms. Bougie’s exemplary professional career includes stints with various large finance and consultancy companies. In these reputable organizations, she successively held the positions of Manager – International Taxation of Individuals, Tax and Financial Planning Advisor, Team Head – Tax, Financial Planning and Estate Settlement, and Wealth Management and Financial Planning Advisor.
Ms. Bougie completed her Master’s degree in Law, taxation option, as well as her Bachelor’s degree in Business Administration, finance option, at HEC Montréal. She also holds the financial planner designation from the Institut québécois de la planification financière (IQPF), as well as the Trust and Estate Practitioner (TEP) designation, a mark of professional expertise recognized worldwide in the trusts and estates industry. She has completed the IFP’s specialization program Accompagner et conseiller l’entrepreneur ou entrepreneure dans sa PFPI (ACE), which provides her with an in-depth knowledge base for accompanying our entrepreneurial clientele.
