Our podcasts are your direct link to our firm’s expertise on a variety of financial topics. The formula is simple and user-friendly, and it enables our tax specialists, notaries and private wealth management advisors, as well as our external experts, to share relevant and practical information with you.
If you want information on a particular topic, or if you want to enhance your financial knowledge at your own pace, check out our list of podcasts and choose the ones that interest you.
Happy listening and don’t hesitate to give us your suggestions!
Investments
 9 min
Recorded in December 2023
Published on January 8, 2024
Also available on 
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Description:
With all the tax advantages they offer, these two registered plans should be an important part of your financial planning. Our podcast explains each one’s features, their differences and how to use them.
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8 min
Recorded in December 2023
Published on January 8, 2024
Also available on
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Description:
Saving strategically for your first home while taking advantage of a tax deduction – that’s what the new TFSA offers you. In our podcast, we’ll tell you all about the eligibility criteria for this registered plan, how it works and its many benefits.
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10 min
Recorded in December 2023
Published on January 8, 2024
Also available on
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Description:
Whether you’re planning on travelling, buying a home or preparing for retirement, how do you choose the registered plan that’s right for you? Listen to our podcast to understand the particularities of each and use our sound advice to guide your decisions!
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 David Raymond, Nicolas Karaoglanian
12 min
Recorded in January 2023
Published on January 18, 2023
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Descriptif:
Your investment decisions are sometimes impulsive but more often the result of careful consideration. Did you know that your decisions can also be influenced by certain reflexes or biases that could make you take conflicting actions? Nicolas Karaoglanian and David Raymond look into these overlooked biases.
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We would like to get your feedback on this podcast as well as your suggestions for other topics to explore. Simply complete our brief questionnaire. Thank you!
Disclaimer:
The information presented in this podcast is for informational purposes only and is not exhaustive. It should not be construed as constituting a recommendation to buy or sell securities. The opinions of third parties expressed in the podcast do not necessarily reflect the opinions of fdp or of any of its subsidiaries or affiliates. For any questions, don’t hesitate to contact your wealth management advisor or your tax specialist, accountant or legal advisor.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services. FDP and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
Financial independence
Marisa Cobuzzi, Olivia Kubicki
 12 min
Recorded in October 2023
Published on October 25, 2023
Also available on  |
Description :
What does financial independence mean to you? Everyone has their own definition, but to achieve it, you need to understand what you’re looking for. Marisa Cobuzzi and Olivia Kubicki offer some food for thought and seven best practices to help you realize your ambitions.
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For more Podcasts on this topic in French, please visit the French version of this page.
We would like to get your feedback on this podcast as well as your suggestions for other topics to explore. Simply complete our brief questionnaire. Thank you!
Disclaimer:
The information presented in this podcast is for informational purposes only and is not exhaustive. It should not be construed as constituting a recommendation to buy or sell securities. The opinions of third parties expressed in the podcast do not necessarily reflect the opinions of fdp or of any of its subsidiaries or affiliates. For any questions, don’t hesitate to contact your wealth management advisor or your tax specialist, accountant or legal advisor.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services. FDP and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
Love and Money
Maurice Salameh and Dr. Melissa Callaci
10 min
Recorded in May 2022
Published on June 15, 2022
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Description:
Talking about money as a couple isn’t easy! How can you discuss a budget, debts or each partner’s needs without things getting a little intense? In conversation with Maurice Salameh, Dr. Melissa Callaci suggests ways to calmly discuss these matters and find solutions together.
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Saber Gallali, Me Nathalie Poisson
17 min
Recorded in May 2022
Published on June 15, 2022
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Description:
For a couple, deciding to move in together is a decisive step. Saber Gallali asks Nathalie Poisson about the impact of de facto spouse status, both from a tax and legal standpoint. They also offer some proven tips for getting the most out of your financial life together.
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Nicolas Karaoglanian, Me Anik Bellemare
9 min
Recorded in May 2022
Published on June 15, 2022
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Description:
For a couple, tying the knot is a joyous occasion. But as Nicolas Karaoglanian and Anik Bellemare point out, marriage is also a legal contract. To make sure you know what you’re getting into from a legal perspective, they explain the essentials: the choice of matrimonial regime and the creation of the family patrimony.
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We would like to get your feedback on this podcast as well as your suggestions for other topics to explore. Simply complete our brief questionnaire. Thank you!
Disclaimer:
The information presented in this podcast is for informational purposes only and is not exhaustive. It should not be construed as constituting a recommendation to buy or sell securities. The opinions of third parties expressed in the podcast do not necessarily reflect the opinions of fdp or of any of its subsidiaries or affiliates. For any questions, don’t hesitate to contact your wealth management advisor or your tax specialist, accountant or legal advisor.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services. FDP and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
Financial planning
Bernard Fortin, Roxane Rondeau-Daoust
18 min
Recorded in October 2021
Published on October 25, 2021
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Description:
Disability insurance, life insurance, drug insurance: in retirement, your needs change depending on your state of health and your family or financial situation. With his guest Roxanne Rondeau-Daoust, Bernard Fortin discusses the need to review your insurance coverage and the tax impact of certain decisions.
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Bernard Fortin, Me Nathalie B. Poisson
15 min
Recorded in October 2021
Published on October 25, 2021
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Description:
With the increased life expectancy we are now enjoying, fully protecting your person and your property is more important than ever. Bernard Fortin and Me Nathalie B. Poisson discuss the importance of a protection mandate and a general power of attorney for the security of your person and the administration of your property.
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Bernard Fortin, Me Nathalie B. Poisson
19 min
Recorded in October 2021
Published on October 25, 2021
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Descriptif:
Thinking about the devolution of your property and the choice of your liquidator isn’t the most enjoyable task, but it is essential for your peace of mind. Me Nathalie B. Poisson talks with Bernard Fortin about the priorities of a good estate plan and especially the pitfalls to avoid.
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We would like to get your feedback on this podcast as well as your suggestions for other topics to explore. Simply complete our brief questionnaire. Thank you!
Disclaimer:
The information presented in this podcast is for informational purposes only and is not exhaustive. It should not be construed as constituting a recommendation to buy or sell securities. The opinions of third parties expressed in the podcast do not necessarily reflect the opinions of fdp or of any of its subsidiaries or affiliates. For any questions, don’t hesitate to contact your wealth management advisor or your tax specialist, accountant or legal advisor.
Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (CIRO) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services. FDP and related trademarks, names and logos are the property of Professionals’ Financial Inc. and are registered and/or used in Canada. Used under licence from Professionals Financial Inc.
