Over the past few decades, the financial sector has undergone significant changes, with new, dynamic players using simpler language that’s more technically oriented. In short, the industry is experiencing a major shift. And in its 43-year existence, fdp has refined its expertise and developed its private financial management services.
fdp was created to serve a very specific clientele: doctors, dentists, pharmacists, notaries and architects, hence the name Professionals’ Financial. Over time, it has grown to become one of the most accomplished financial services experts in Quebec, applying its financial intelligence to serve clients in each professional sector, all of which have also undergone changes.
In light of this widespread modernization, fdp set to work reviewing its strategic positioning from top to bottom. It was time to take the brand to the next level. And so Bob stepped in, working closely with the fdp team to get the ball rolling.