FDP Private Wealth Management
For advice on financial planning and personal and professional insurance, the first step is to surround yourself with the right people.
A subsidiary of the FMSQ, Financière des professionnels (FDP – Private Wealth Management) is a wealth management company specializing in financial planning and investments, particularly aimed at doctors. The FMEQ became our partner in 2017, and through this partnership, we have learned to better understand and assess the needs of students in terms of advisory services and financial support.
At FDP, we have advisors specialized in the medical profession, who understand your financial reality and are ready to assist you. Don’t hesitate to contact us for objective advice and solutions that make sense for you!
We can help you with:
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Analyzing your budget
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Establishing an investment strategy
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Planning a life project: property purchase, parental leave, etc.
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Managing your debt repayment
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Optimizing your tax situation
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Understanding whether or not incorporation is necessary
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Simplifying medical billing and accounting
Our advisory services:
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Free financial projections
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Financing and transactional solutions
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Tailored notary and tax services
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Family benefits for all your loved ones
Sogemec Assurances
A specialized team of insurance brokers owned by the FMSQ and the FMOQ to serve the needs of future doctors, with an educational mandate unbiased by commissions. We’re here to explain the concepts, in a personalized approach with total transparency!
Our advice is objective: as brokers, we have access to all the offers on the market aimed at medical students. For each student, we compare the available offers and base our recommendations on his or her specific needs. Our team, trained to deal with the realities of future doctors, will provide you with personalized support and make informed, tailored recommendations.
There is not one product that is best for everyone. Contact their advisors to figure out the most convenient for you!