Financial and estate planning ⋆ fdp Private Wealth Management

18 January 2022

Expert insight, Financial and estate planning
Designate a trusted contact person for your protection
The Autorité des marchés financiers (AMF) is the organization mandated by the government of Quebec to oversee Quebec’s financial sector and to provide assistance to consumers of financial products and services.
18 May 2021

Expert insight, Financial and estate planning
The real value of advice
We believe in the value of advice because it’s the decisive factor in achieving the best performance, in both your personal and business financial plan.
10 February 2021

Expert insight, Financial and estate planning
Trusts: new reporting requirement
The Canada Revenue Agency (CRA) has introduced new reporting requirements for trusts.