Justine Delisle – Rising star in Montreal’s financial services industry Peter Kerr August 10, 2024 959 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 524 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 772 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 643 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 966 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 766 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...
Why Gift Appreciated Marketable Securities? It Just Makes “Cents”! Linda Argalgi CPA, Philanthropic Advisor February 11, 2024 623 Did you know that one of the easiest and most effective assets to donate are appreciated marketable securities (publicly traded stocks, bonds, and mutual funds)? In Canada, when an individual or corporation sel...
One on one with Peter Mammas: Foodtastic boss forecasts huge expansion for leading franchisor mikecohen January 26, 2024 3401 MtlRestoRap It was back in the early 1990s when brothers Lawrence and Peter Mammas first ventured into the restaurant business, opening a retro diner concept that was originally called Smokey’s. One of their ...
Everyone Needs a Plan! Lynn MacNeil January 25, 2024 973 Managing Your Money “A goal without a plan is just a wish.” This quote by renowned French writer Antoine de Saint-Exupéry describes what many people encounter when they set goals… especially New Year’s resolut...
High-Interest Savings Accounts – they’re not all created equal Lynn MacNeil December 17, 2023 1550 Managing Your Money I recently had an interesting banking experience that I wanted to share, hoping it would save you from making the same assumption I did. At my bank, I had some money in a savings account t...
