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LL.M. Fisc., F. Pl., TEP

Director, Financial Planning Advisory Services

T 438 944-7291
1 888 377 7337

As Director, Financial Planning Advisory Services, Anik Bougie plays a key role in informing our standards of excellence in providing comprehensive, highly personalized financial advice and guidance. Her role is to support the teams on complex financial and tax planning issues for our clients. With her extensive knowledge and expertise, she defines strategic financial planning objectives and coordinates related projects, while maintaining a vigilant eye on quality and regulatory compliance.

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. Then, in 2023, she joined fdp Private Management as Practice Leader, Financial Planning and Taxation.

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) (Coaching and Advising Entrepreneurs in IPFP (CAE)), which provides her with in-depth knowledge for advising and guiding our entrepreneurial clientele.

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