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.
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Expert insight, Finance and investments, NewsVideo Our view on the financial markets
Our fdp Private Wealth Management strategists, Daniel Solomon and Yann Furic, explain their views on the state of the financial markets at the end of 2024 and discuss the outlook for 2025.
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Expert insight, Financial and estate planning, In focus, News, Taxation and incorporationYour year-end 2024 tax strategies
Year-end is a good time to take stock of your finances. We share a series of useful recommendations.
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Expert insight, In focus, NewsFederal 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.
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Expert insight, Finance and investmentsOur 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.
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Expert insight, In focus, Investment and markets, NewsDeciphering the markets: the value of economic indicators
Leading economic indicators are among the tools that economists and investment strategists use to make plausible forecasts.