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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NewsYour checklist for a successful financial plan
The health crisis has put our patience and endurance to the test. This exceptional situation has often led us to question our choices in different areas, or even certain goals that we had set for ourselves. Our lifestyle has changed, our habits too.
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Distinctions, News, Press releaseFDP reaches new heights with two new FundGrade A+ Awards
Once again, Professionals’ Financial has distinguished itself by receiving several FundGrade A+® Awards at the Evening of Excellence held by Fundata Canada Inc.
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NewsYour holiday spending: shared pleasures or financial stress?
How to enjoy life while avoiding unpleasant surprises in January, when you receive your credit card bill?
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Financial and estate planning, NewsAn often forgotten document: advance medical directives (AMDs)
The advance medical directives (AMDs) allows any capable person of adult age to formulate in advance their wishes regarding their end-of-life treatment.