fdp Gestion privée

What fdp Gestion privée does

fdp Gestion privée (legal name: Financière des professionnels) is a private Quebec-based wealth management firm founded in 1978, headquartered in Montréal-nord and regulated by the Canadian Investment Regulatory Organization (OCRCVM/CIRO). The firm provides integrated financial planning, investment management, tax strategy, estate planning, insurance, and retirement planning services. Its offering is delivered through dedicated financial advisors, portfolio managers, and an in-house Centre d'expertise that includes tax specialists and notaries, supported by a secure client portal (portailclient.fdpgp.ca), performance calculators, and fund returns tables. The firm manages proprietary investment funds, including a UN PRI-aligned responsible investment line, and publishes semi-annual market outlooks and a financial-planning podcast ('Votre balado fdp').

The firm operates a sales-led, relationship-based go-to-market model and targets Quebec professionals — physicians, dentists, notaries, pharmacists, and architects — as well as other licensed professionals and young professionals. Distribution is anchored by a unique ownership structure: FMSQ, ACDQ, AQPP, CDNQ, and AAPPQ are shareholders, providing formal referral pathways from their memberships. Additional partnerships with FMRQ, MFC, FMEQ, ADMA, AJNQ, APNQ, and APPSQ extend reach to medical students, residents, chartered administrators, and other professional cohorts. Revenue is generated primarily through recurring management fees on assets under management, supplemented by financial planning and insurance fees routed through an affiliated insurance partner (Sogemec Assurances) and a fintech investment (MultiD).

The business is single-geography (Quebec, Canada) with no evidence of recent M&A, funding rounds, or international expansion. Geographic scope is partly extended beyond Quebec through the Médecins francophones du Canada (MFC) partnership, which covers French-speaking physicians across Canada. The firm's strategic posture in the available data is one of incremental product and content expansion within a stable, association-owned niche rather than transformational growth.

Name

fdp Gestion privée

Legal name

Financière des professionnels

Website

https://fdpgp.ca

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

51–100 employees

Short description

fdp Gestion privée (Financière des professionnels) is a private Quebec wealth management firm founded in 1978, owned by major professional associations, that delivers investment management, financial planning, and estate planning services to physicians, dentists, notaries, pharmacists, and architects.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

• Wealth management
• Financial planning
• Investment management
• Estate planning
• Portfolio management

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Fund Management: Manages proprietary investment funds with published returns. Revenue generated from management fees on assets under management. Offers investment solutions across multiple asset classes including registered plans (RRQ, REER).

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

fdp Gestion privée is a private wealth management firm that provides investment management, financial planning, estate planning, tax optimization, retirement planning, and insurance solutions to Quebec-based professionals (physicians, dentists, notaries, pharmacists, architects). It manages proprietary investment funds and delivers its services through dedicated financial advisors, portfolio managers, tax specialists, and notaries, with client access via an online portal.

Product overview

fdp Gestion privée (Financière des professionnels) operates as a private wealth management firm that has served professionals in Quebec since 1978. Its offering is a unified, integrated platform combining investment management, financial planning, and digital access tools. The core investment portfolio (Notre offre de placements) includes managed funds, responsible investment options (Investissement responsable), and detailed performance reporting tools. On the planning side, it delivers full-spectrum services covering tax strategy, estate planning, retirement, insurance, and legal considerations through its complete service offering (Notre offre complète). Clients access their accounts through the Portail client digital platform, supported by interactive performance calculation tools. The firm also provides thought-leadership content via its Balado podcast and Perspectives semestrielles semi-annual market outlooks.

Differentiator

Problem solved

Functional benefit

Products and services

• Notre offre de placements (Investment Solutions) Comprehensive investment offering including proprietary funds, managed portfolios, and tax-efficient accounts across multiple asset classes for Quebec professionals.
• Investissement responsable (Responsible Investment) Responsible investment solutions aligned with ESG principles for clients seeking sustainable investing options.
• Planification financière et successorale (Financial and Estate Planning) Comprehensive financial and estate planning covering retirement, tax strategy, legal considerations, insurance, and business/incorporation planning tailored to Quebec professionals.
• Portail client (Client Portal) Secure online portal providing account access, performance tracking, and document management for clients of fdp Gestion privée.

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

13 partnerships are on record, tiered core and minor.

• Fédération des médecins spécialistes du Québec (FMSQ)coreStrategic or Co-development PartnerMajor shareholder of fdp Gestion privée. Represents medical specialists in Quebec and provides referral channel for member physicians seeking financial planning services.
• Association des chirurgiens dentistes du Québec (ACDQ)coreStrategic or Co-development PartnerShareholder of fdp Gestion privée. Represents dentists in Quebec and facilitates access to member dentists for financial planning services.
• Corporation de service des notaires du Québec (CDNQ)coreStrategic or Co-development PartnerShareholder of fdp Gestion privée. Provides partnership with notarial professionals for financial planning services.
• Association des Architectes en pratique privée du Québec (AAPPQ)coreStrategic or Co-development PartnerShareholder of fdp Gestion privée. Represents architects in private practice and facilitates access to member architects for financial planning services.
• Association québécoise des pharmaciens propriétaires (AQPP)coreStrategic or Co-development PartnerShareholder of fdp Gestion privée. Represents pharmacy owners in Quebec and provides referral channel for financial planning services.
• Fédération des médecins résidents du Québec (FMRQ)minorStrategic or Co-development PartnerPartner organization representing medical residents. Provides referral pathway for future physician clients.
• Médecins francophones du Canada (MFC)minorStrategic or Co-development PartnerPartner organization representing French-speaking physicians across Canada.
• Fédération médicale étudiante du Québec (FMEQ)minorStrategic or Co-development PartnerPartner organization representing medical students in Quebec. Early engagement with future physicians.
• Ordre des administrateurs agréés du Québec (ADMA)minorStrategic or Co-development PartnerProfessional order representing chartered administrators in Quebec.
• Association des jeunes notaires du Québec (AJNQ)minorStrategic or Co-development PartnerProfessional association for young notaries in Quebec.
• Association professionnelle des notaires du Québec (APNQ)minorStrategic or Co-development PartnerProfessional association representing notaries in Quebec.
• Association professionnelle des pharmaciens salariés du Québec (APPSQ)minorStrategic or Co-development PartnerProfessional association representing salaried pharmacists in Quebec.
• Sogemec AssurancescoreTechnology or IntegrationAffiliated insurance company providing insurance solutions integrated with financial planning services. Part of the extended service ecosystem.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Market position

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

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

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about fdp Gestion privée