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In our rapidly evolving and interconnected  world, global events can have a local impact. Markets are often volatile, and tax rules can change. Our experts help you understand these issues and how they affect you.

  • 20 August 2024
    Data security, News
    Artificial Intelligence: Uses and tips to protect the confidentiality of your data

    How is this technology revolutionizing the way we communicate, work and play?

  • 15 August 2024
    Financial panorama, In focus, Investment and markets, News
    What moved the markets in July

    Significant rise in stock markets, mainly outside the U.S. Global economic slowdown.

  • 07 August 2024
    In focus, In the media, News, Taxation and incorporation
    Financial security for snowbirds with Anik Bougie in CSF MAG

    As part of an article by Emmanuelle Gril for CSF MAG, the Chambre de la sécurité financière’s journal, our Practice Leader, Financial Planning and Taxation, Anik Bougie, was interviewed along with other experts in the field to remind people who travel abroad several months a year of the best practices regarding their finances.

  • 19 July 2024
    In focus, In the media, News, Taxation and incorporation
    Marc-André Lavergne discusses AI in entracte

    Marc-André Lavergne, tax specialist at fdp Private management, summarizes, in the latest issue of entracte, the magazine of the Chambre des notaires du Québec, the thoughts of the Symposium sur l’impact de l’intelligence artificielle sur les professions de la planification financière et fiscale related to the notarial profession.

  • 18 June 2024
    In focus, In the media, News, Taxation and incorporation
    Transferring a RRIF from the deceased to the surviving spouse. Tax implications with Anik Bougie

    This article highlights the delicate tax implications and the essential steps to take to ensure a smooth financial transition with no tax surprises.

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