Financiere Des Professionnels

What Financiere Des Professionnels does

Financiere Des Professionnels, operating under the brand fdp Gestion privée (fdp Private Wealth Management), is a Montreal-headquartered private wealth management firm founded in 1978 that serves licensed Quebec professionals including physicians, dentists, notaries, architects, and pharmacists. The firm is uniquely owned by major Quebec professional associations (FMSQ, ACDQ, CSNQ, AAPPQ, AQPP), which serve both as shareholders and as primary distribution channels into their respective member bases. The company employs 101-250 staff and operates exclusively within the Quebec market.

The firm's product platform centers on 11 proprietary mutual fund portfolios spanning Canadian equity, US equity, global equity, emerging markets, balanced, and fixed-income strategies, complemented by three Mackenzie-branded responsible-investment funds (Global Sustainability Balanced, Greenchip Global Environmental, Global Women's Leadership) and discretionary private mandate services (FDP Perspective Private Portfolio and FDP Private Mandate). Underlying investment management for several funds is delegated to external sub-advisors including Mackenzie Financial Corporation, Amundi Canada, Desjardins Global Asset Management, Fidelity Investments Canada, Janus Henderson Investors, and Fisher Asset Management. The technology stack emphasizes information security: encrypted email communications, document confidentiality labeling, DocuSign-based electronic signatures, a structured cybersecurity awareness program for employees, and compliance with Quebec's Law 25 on personal information protection. A client portal (portailclient.fdpgp.ca) provides account access.

Revenue is generated through investment management fees on assets under administration, wealth management advisory fees, and trailing distribution commissions from proprietary and third-party fund partners, delivered via a high-touch advisor-led distribution model. The firm is regulated by IIROC and is a CIPF member. In February 2026, fdp acquired a majority stake in MultiD, extending its offering to include medical billing, accounting management, and tax services for physicians, creating an integrated financial and administrative services platform for Quebec healthcare professionals.

Name

Financiere Des Professionnels

Legal name

Financière des professionnels

Website

https://fprofessionnels.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

101–250 employees

Short description

Financiere Des Professionnels (fdp Gestion privée) is a Montreal-based private wealth management firm founded in 1978, serving Quebec physicians, dentists, notaries, architects, and pharmacists with proprietary mutual funds, private mandates, financial planning, and integrated insurance services.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Private wealth management
• Mutual fund portfolios
• Financial planning services
• Investment management
• Retirement planning

Headquarters

HQ city

Montreal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Management Fees: The firm manages mutual funds and investment portfolios for clients, generating revenue through management fees charged on assets under administration. The company operates multiple mutual fund portfolios including equity, balanced, and fixed income funds.
2. Wealth Management Advisory Services: Provides personalized wealth management, financial planning, tax planning, estate planning, and insurance advisory services to professionals, generating fees for comprehensive financial guidance.
3. Mutual Fund Distribution: Distributes proprietary and third-party mutual funds, earning distribution fees and trailing commissions from fund managers such as Mackenzie Financial Corporation, Amundi Canada, and others.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Financiere Des Professionnels (fdp Gestion privée) is a private wealth management firm that provides personalized financial planning, investment management, tax planning, estate planning, and insurance advisory services to individual professionals in Quebec, primarily physicians, dentists, notaries, architects, and pharmacists. It distributes a proprietary suite of 11 mutual fund portfolios (equity, balanced, fixed income) alongside Mackenzie-branded responsible investment funds, and offers discretionary private portfolio and private mandate services. Following its 2026 acquisition of MultiD, it also provides medical billing, accounting, and tax services for healthcare professionals.

Product overview

Financiere Des Professionnels (fdp Gestion privee) operates as a private wealth management firm offering a comprehensive suite of investment products and financial services. The product portfolio consists of 11 proprietary mutual funds (FDP Canadian Equity, Canadian Dividend Equity, US Equity, Global Equity, Emerging Markets Equity, Balanced Income, Balanced, Balanced Growth, Canadian Bond, Municipal Bond, and Global Fixed Income) plus 3 Mackenzie-branded responsible investment funds. The company provides private wealth management through its FDP Perspective Private Portfolio and FDP Private Mandate services. MultiD, acquired in 2026, extends the offering to medical billing and accounting services for healthcare professionals. Services target specific professional groups (physicians, dentists, notaries, architects, pharmacists) with integrated financial planning, investment management, tax planning, estate planning, and insurance solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• FDP Canadian Equity Portfolio A Canadian equity mutual fund seeking long-term capital growth in a diversified portfolio of Canadian issuers, investing primarily in large-cap Canadian equities with some exposure to small and medium capitalization companies.
• FDP Canadian Dividend Equity Portfolio A Canadian dividend equity fund seeking steady income through investments in Canadian issuers paying superior dividends, providing income and medium-to-long-term capital growth through diversification.
• FDP US Equity Portfolio A US equity fund seeking long-term capital growth through investments in American issuers, tracking S&P 500 market indices with at least 60% of assets tracking S&P 500 performance.
• FDP Global Equity Portfolio A global equity fund seeking long-term capital growth through investment diversification, investing in equity securities of issuers worldwide including Canada and emerging markets, managed by Janus Henderson Investors US LLC and Fisher Asset Management, LLC.
• FDP Emerging Markets Equity Portfolio An emerging markets equity fund seeking medium and long-term capital growth through investment diversification, investing in equity securities of issuers located in emerging countries or having commercial interests in such countries.
• FDP Balanced Income Portfolio A balanced income fund seeking steady income and medium-term growth potential, investing primarily in debt instruments and equity securities of Canadian and foreign issuers with a low to medium risk tolerance.
• FDP Balanced Portfolio A balanced fund seeking steady income and medium-to-long-term capital growth, investing primarily in debt instruments and equity securities of Canadian and foreign issuers with a low to medium risk tolerance.
• FDP Balanced Growth Portfolio A balanced growth fund with a more aggressive profile seeking long-term capital growth and steady income, investing in equity and debt instruments of Canadian and foreign issuers with low to medium risk tolerance.
• FDP Canadian Bond Portfolio

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature5 records

Partnerships

15 partnerships are on record, tiered core and supporting.

• MultiDcoreStrategic or Co-development Partner · 10 February 2026In February 2026, fdp acquired a majority stake in MultiD, a Quebec-based healthcare financial services firm founded in 1969. MultiD specializes in medical billing, accounting management, and tax services for healthcare professionals. This acquisition combines MultiD's 50-year expertise with fdp's wealth management services to create an integrated financial and administrative offering for physicians across Quebec.
• Association professionnelle des pharmaciens salariés du Québec (APPSQ)supportingGTM or Marketing Partner · 1 September 2023Partnership since 2023. APPSQ represents salaried pharmacists in Quebec and ensures appropriate professional development. The partnership helps pharmacists navigate their personal and business financial journey throughout their careers.
• Association professionnelle des notaires du Québec (APNQ)supportingGTM or Marketing Partner · 1 April 2022Partnership since 2022. APNQ promotes the notarial profession and provides services to its members. The partnership contributes positively to the personal and business financial journey of notaries throughout their careers, promoting fdp services to members.
• Association des jeunes notaires du Québec (AJNQ)supportingGTM or Marketing Partner · 1 April 2021Partnership since 2021. AJNQ is a network for young notaries in Quebec providing training and skills upgrading. The partnership with fdp and Sogemec aims to increase awareness of financial products and services available to notaries from the start of their careers.
• Fédération médicale étudiante du Québec (FMEQ)supportingGTM or Marketing Partner · 1 January 2017Partnership since 2017. Founded in 1974, FMEQ groups Quebec's four medical student associations. The partnership establishes collaborations to provide specific financial services to medical students and future physicians.
• Ordre des administrateurs agréés du Québec (ADMA)supportingGTM or Marketing Partner · 1 January 2013Partnership since 2013. The Ordre des ADMA represents managers from various backgrounds who have distinguished themselves in management, ethics, and governance across diverse sectors including finance, management, and financial planning.
• Sogemec AssurancescoreStrategic or Co-development Partner · 1 January 1978Founded in 1978, Sogemec Assurances specializes in life, health, and property and casualty insurance for Quebec professionals. As a subsidiary of FMSQ, CSNQ, and FMOQ, it has agreements with all Canadian insurers. Sogemec offers comprehensive coverage including life, disability, income loss, critical illness insurance, and professional practice insurance.
• Mackenzie Financial CorporationsupportingTechnology or IntegrationThird-party fund manager providing several ESG-focused mutual funds distributed through fdp's platform, including Mackenzie Global Sustainability Balanced Fund, Mackenzie Greenchip Global Environmental All Cap Fund, and Mackenzie Global Women's Leadership Fund.
• Amundi Canada Inc.supportingTechnology or IntegrationExternal asset manager providing investment management services for the Global Fixed Income Portfolio.
• Victory Capital Management Inc.supportingTechnology or IntegrationExternal asset manager providing investment management services for the Global Fixed Income Portfolio.
• Manulife Investment Management LimitedsupportingTechnology or IntegrationExternal asset manager providing investment management services for the Global Fixed Income Portfolio (US, Europe, and Hong Kong operations).
• Desjardins Global Asset Management Inc.supportingTechnology or IntegrationExternal manager providing Canadian equity and dividend equity portfolio management services.
• Fidelity Investments Canada ULCsupportingTechnology or IntegrationExternal manager providing Canadian equity portfolio management services.
• Janus Henderson Investors US LLCsupportingTechnology or IntegrationSub-advisor for the FDP Actions globales (Global Equity) fund, replacing MFS Gestion de Placements Canada Limitée.
• Fisher Asset Management, LLCsupportingTechnology or IntegrationSub-advisor for the FDP Actions globales (Global Equity) fund, replacing MFS Gestion de Placements Canada Limitée.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Peers

• IG Wealth Management (I.G. Investment Management):

Direct peers

• Edward Jones Canada: Branch-based, advisor-led wealth management firm with a strong Quebec footprint, focused on mass-affluent and professional clients with personalized financial planning. Highly comparable business model to fdp's relationship-driven, planning-led RIA approach, though serving a broader client base.
• Connor, Clark & Lunn Financial Group: Canadian private investment management and wealth advisory firm with institutional, retail, and private-wealth offerings, including mutual funds via CWB Wealth. Comparable in offering proprietary funds and discretionary private mandates to professional and HNW clients, similar mid-sized scale.
• Richardson Wealth (Richardson GMP): Canadian independent wealth manager serving high-net-worth and professional clients through an advisor-led model, with a meaningful Quebec presence. Comparable in advisor-driven, planning-led wealth management; somewhat larger scale and more affluent client focus than fdp.
• Professionals Financial (Services financiers aux professionnels): Quebec mutual insurer and financial services firm serving physicians, dentists, and other professionals — direct head-to-head competitor with fdp in the Quebec professional wealth and insurance market. The two organizations are arguably the closest direct peers in Canada.

Broad incumbents

• Desjardins Wealth Management: Quebec's largest financial cooperative offering full wealth management, banking, and advisory services. Direct overlap with fdp on Quebec professional wealth management, but operates as a broad incumbent with much larger AUM and a co-operative structure rather than a profession-specific focus.
• Manulife Wealth & Asset Management (Canada): Manulife operates a large Canadian wealth management business including advisor-led wealth, group retirement, and asset management (and is already a sub-advisor to fdp). Comparable at the broad level via wealth-advisory + proprietary funds, but with national and institutional scale fdp does not match.
• National Bank Financial — Wealth Management: National Bank of Canada's wealth division, the dominant private banking franchise in Quebec. Competes head-on with fdp for Quebec professional and high-net-worth clients, but as part of a Schedule I bank with significantly broader product suite and balance sheet.
• CIBC Imperial Investor Service: CIBC's full-service brokerage and wealth management arm. Competes with fdp for high-net-worth and professional clients in Quebec via the Wood Gundy advisor network, with a much wider product catalog including banking.

Regional players

• Sogemec Assurances: Quebec insurance provider for professionals (life, health, disability, P&C) and a 1978-founded strategic partner of fdp. Sogemec and fdp co-distribute to the same professional associations (FMSQ, CSNQ, FMOQ); they are closely aligned ecosystem participants rather than head-to-head competitors on the wealth side.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Fprofessionnels
• LinkedInlinkedin.com/company/financi-re-des-professionnels
• Xx.com/Fprofessionnels

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financiere Des Professionnels