Financial and estate planning ⋆ fdp Private Wealth Management

14 November 2024

Financial and estate planning, In the media
Léa Saadé sees philanthropy as a corporate asset
In a recent article by Émilie Laperrière in La Presse, Léa Saadé describes fdp Private Wealth Management interest in the causes close to its employees, notably by offering certain donations, sponsorships or a half-day off to volunteer.
07 November 2024

Expert insight, Financial and estate planning, In focus, News, Taxation and incorporation
Your year-end 2024 tax strategies
Year-end is a good time to take stock of your finances. We share a series of useful recommendations.
26 August 2024

Financial and estate planning, In focus, In the media, News, Taxation and incorporation
FHSA particularities with Anik Bougie in the Journal de Montreal
Anik Bougie was asked to remind us of the conditions that must be met when opening a FHSA and upon withdrawal, along with the particularities that are added on when the spouse is already a homeowner.
22 July 2024

Financial and estate planning, In focus, In the media, News
Holidays and financial management with Léa Saadé on LCN
Léa Saadé, Regional Vice-President, Montreal Centre, North Shore, was on LCN on Saturday, July 20, giving viewers of Québec Matin, hosted by Simon Gamache Fortin, tips on how to enjoy a stress-free vacation.

Financial and estate planning