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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 February 2024
    Distinctions, In focus, News
    fdp awarded Concilivi seal for 3rd year!

    Obtaining the Concilivi seal is an important recognition of the practices and policies we have developed for our employees to help them achieve a balance between their work and their personal and family life, as well as informal caregiving.

  • 16 February 2024
    Investment and markets, News
    What moved the markets in January

    No rate hike by the Bank of Canada or the Fed. Canadian economy slowing, but not in recession. Solid growth of the U.S. economy.

  • 06 February 2024
    Fundgrade - Read
    Distinctions, Investment and markets, News, Press release
    fdp (Professional’s Financial) shines again with two new FundGrade A+® distinctions

    Once again, fdp (Professional’s Financial) shined during the gala evening held in Toronto on February 1 by Fundata inc., winning FundGrade A+® distinctions for remarkable and consistent risk-adjusted performance of two of its funds:

  • 01 February 2024
    Financial and estate planning, In focus, In the media, News
    Anik Bougie explains the loud budgeting in the Journal 24 heures

    You might have seen some influencer talking about their finest tricks to save money all over social media. This new tendency is called loud budgeting.

  • 26 January 2024
    Financial and estate planning, In focus, In the media, News, Taxation and incorporation
    Anik Bougie interviewed in the Journal de Montréal

    In an article by Emmanuelle Gril of the Journal de Montréal, Anik Bougie, Practice Leader, Financial Planning and Taxation, illustrates the real value of two taxpayers’ after-tax income following a salary increase, based on their household composition.

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