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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26 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie explores the TFSA at retirement in Le Journal de MontréalIn an article by Emmanuelle Gril of Le Journal de Montréal, Anik Bougie breaks down certain aspects of the Tax-Free Savings Account (TFSA), which can be a valuable asset.
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22 October 2023
Financial and estate planning, NewsLéa Saadé talks to La Presse about retirement investingIn La Presse’s Train de vie column by Martine Letarte, Léa Saadé, offers sound advice on how to ensure that the assets of retired “Lisette” are properly invested and secure.
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16 October 2023
In the media, Investment and markets, NewsAnik Bougie explains the advantages of the THSA in Protégez-vous
In an article by Emmanuelle Gril of ProtégezVous, Anik Bougie sets out some of the many aspects of THSA that we wouldn’t think of at first glance.
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14 October 2023
Financial and estate planning, In the media, News, Taxation and incorporationAnik Bougie talks about donation of shares listed on the stock exchange in Les Affaires
Anik Bougie answers a reader’s question: what are the tax consequences of a donation of shares listed on the stock exchange?
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29 September 2023
In the media, NewsLéa Saadé’s portrait in the Conseiller
In an interview given to Sylvie Lemieux in the Conseiller, Léa Saadé, MBA., Adm.A, Fin. Pl., Regional Vice-President, Montreal Centre, North Shore, at fdp Private Management, who has been involved in several challenges, many of which have been recognized, talks about her career in finance and reveals the key to her resilience.
