Financial and estate planning ⋆ fdp Private Wealth Management

23 June 2021

Financial and estate planning, Focus on Finance Express
fdp, a private management firm like no other
As we are now reaching mid-year, it seemed appropriate to take a timeout to observe and analyze the direction that the various financial markets could take.
18 May 2021

Expert insight, Financial and estate planning
The real value of advice
We believe in the value of advice because it’s the decisive factor in achieving the best performance, in both your personal and business financial plan.
10 February 2021

Expert insight, Financial and estate planning
Trusts: new reporting requirement
The Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.
11 December 2020

Financial and estate planning, News
An often forgotten document: advance medical directives (AMDs)
The advance medical directives (AMDs) allows any capable person of adult age to formulate in advance their wishes regarding their end-of-life treatment.