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.
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In focus, In the media, News, Taxation and incorporationLéa Saadé offers advice to a La Presse reader on financing renovations before retirement
In an article by La Presse journalist Martine Letarte, Léa Saadé, Regional Vice-President Montreal Centre, North Shore at fdp Private Wealth Management, analyzes a reader’s finances.
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Distinctions, In focus, Newsfdp Private Wealth Management obtains Women in Governance’s Parity Certification
Obtaining the Parity Certification reflects our commitment to gender parity and the advancement of women from all backgrounds.
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Financial panorama, In focus, Investment and markets, NewsWhat moved the markets in September
China unveils new initiatives to stimulate its economy. First round of rate cuts by the Fed. The FTSE Canada Universe Bond Index, which includes Canadian government and corporate bonds, has posted a positive return of 4.27% year to date
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Financial panorama, In focus, Investment and markets, NewsWhat moved the markets in August
On September 4, the Bank of Canada cut its policy rate for the third time, by 0.25%, to 4.25%. The market is expecting two or three more cuts this year.
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Financial and estate planning, In focus, In the media, News, Taxation and incorporationFHSA particularities with Anik Bougie in the Journal de Montreal
Anik Bougie was asked to remind us of the conditions that must be met when opening a FHSA and upon withdrawal, along with the particularities that are added on when the spouse is already a homeowner.