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Our experts examine various subjects such as wealth management, the financial markets, and economic developments and their impacts.

Take the time to read the articles prepared for you.

  • 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.

  • 18 April 2024
    Expert insight, In focus, News
    Federal budget 2024-2025: changes to the capital gains inclusion rate

    Federal Finance Minister Chrystia Freeland presented her 2024-2025 budget on Tuesday, April 16. At fdp Private Wealth Management, our specialists Anik Bougie, Practice Leader, Financial Planning and Taxation, and Marc-André Lavergne, Tax Specialist, analyzed this budget to determine the elements most likely to impact our professional clients.

  • 06 February 2024
    Expert insight, Finance and investments
    Our perspective: Economic trends and financial markets

    Our investment specialists talk about the factors that have influenced the markets in recent months and what they see ahead for 2024.

  • 15 November 2023
    Expert insight, Taxation and incorporation
    Your year-end 2023 tax strategies

    Year-end is a good time to take stock of your finances. We share a series of useful recommendations.

  • 05 September 2023
    Expert insight, In focus, Investment and markets, News
    Deciphering the markets: the value of economic indicators

    Leading economic indicators are among the tools that economists and investment strategists use to make plausible forecasts.

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