Why Gift Appreciated Marketable Securities? It Just Makes “Cents”! Linda Argalgi CPA, Philanthropic Advisor February 11, 2024 708 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 3780 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 1102 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 1702 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...
Money & Menopause Lynn MacNeil November 28, 2023 1200 Managing Your Money I’m sure with a heading like that, I have just lost many of the potential male readers and maybe gained some new female readers. Either way, I’m sure some will simply be curious to see how ...
Reality Check: Interest Rates and Mortgage Renewals Lynn MacNeil October 8, 2023 1536 Managing Your Money I was at a wedding recently and all the talk at the table was about interest rates and mortgage renewals. It’s scary to think that only about a third of mortgage holders have actually been ...
Covid, Inflation, Interest Rates…What’s happening with Real Estate? Lynn MacNeil September 14, 2023 1492 Managing Your Money Whether you’re a homeowner, a landlord, or a real estate investor, you’ve watched as tides have shifted in real estate. As a “hard asset” often referred to as “bricks and mortar”, real esta...
Lisa Giannone – President and COO of BFL Canada, the largest privately-owned insurance brokerage in Canada Peter Kerr with files from Alain Castonguay September 8, 2023 4339 In addition to guiding a company of 1,300 people with $2.5 billion in annual sales, Lisa Giannone is true to her parents’ values that encompass her family, hard work and giving back to the community. “My fathe...
Identity Theft: Prevention & Preparedness Lynn MacNeil August 12, 2023 1678 Managing Your Money Identity theft and fraud have been steadily on the rise in Canada. I’ve written a previous article on ways to prevent identity theft and protect yourself from cybercrime. However, in ou...
Money Mindset: Abundance & Scarcity Lynn MacNeil July 13, 2023 1574 Managing Your Money We attract and repel things based on our mindset and the attitudes we project out into the world. A complainer will always attract more things to complain about. Someone who practices grati...
