Punching above our weight in AI (Artificial Intelligence) Michael Sarazen October 25, 2024 754 How Montreal became a world leader in machine learning research While Canada continues to rank among the world’s most AI-phobic countries, Montreal has bucked that trend to emerge as a research leader in this e...
Navigating the New Workforce: Adapting to Demographic Shifts and Economic Challenges Adam Greig, Senior Benefits Consultant October 21, 2024 444 The Canadian labour force is undergoing significant transformations, influenced by demographic trends and economic factors that will shape the employment landscape from now until 2030, and likely beyond. This a...
Sandwich Generation: Feeling the Squeeze Lynn MacNeil September 26, 2024 746 Managing Your Money The sandwich generation refers to middle-aged adults (often in their 30s to 60s) who care for both their older parents and their own children, whether financially, physically, or emotiona...
Decrypting DAFs (Donor Advised Funds) Lizzie Cody, Philanthropic Advisor September 18, 2024 541 Do you discuss philanthropy with your clients? Research shows that advisors who engage in discussions around giving with their clients bolster their business and increase client satisfaction by building a bette...
Justine Delisle – Rising star in Montreal’s financial services industry Peter Kerr August 10, 2024 1804 From Saguenay, Lac St-Jean to the boardrooms of Montreal, Justine Delisle has earned the confidence of a sophisticated clientele who value her advice and counsel Justine Delisle has come a long way from her hom...
Is Enough ever Enough? When does financial stress disappear? Lynn MacNeil July 11, 2024 701 Managing Your Money A 2024 survey done by FP Canada revealed that for the seventh year in a row, Canadians say money is their top source of stress. The numbers have increase over each of the past three years, ...
The Cost of Health: Planning for the Economics of Aging Lynn MacNeil May 12, 2024 1234 Managing Your Money Naturally, when planning for your long-term financial future, it is clear (especially these days) that we need to consider inflation, or a cost-of-living adjustment, usually somewhere aroun...
Spring Clean your Finances! Lynn MacNeil April 11, 2024 824 Managing Your Money Springtime brings out in many people the urge to clean and refresh. The natural world revives and reinvigorates after the colder winter months. It's a season that symbolizes starting fres...
Tax planning…don’t wait until it’s too late! Lynn MacNeil March 11, 2024 1110 Managing Your Money I’m talking about 2024…because unfortunately, it’s already too late for 2023. While 2023 tax preparation may not be underway, any tax planning opportunities for 2023 ended December 31, 2023...
Even with lots of money – you can still ‘fail’ at retirement! Lynn MacNeil February 17, 2024 900 Managing Your Money Deciding to retire is a BIG deal. Making the right decision at the right time is crucial because it will affect the next twenty to thirty years of your life. There are many reasons why a p...
