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 4581 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 1852 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 1690 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...
Marriage & Money: Creating Financial Harmony Lynn MacNeil June 15, 2023 1352 Managing Your Money Love is in the air! As wedding season heads into full swing, brides and grooms excitedly – and maybe nervously – prepare to tie the knot, committing to spend the rest of their lives tog...
Don’t wait until it’s too late to start tax planning! Lynn MacNeil May 20, 2023 2237 Managing Your Money Four months are already gone…the clock is ticking. This is the time of year when many people are kicking themselves for not having looked at their tax planning early last year. If your acc...
The Newest ‘Tax-Free Saving Account’ – How young adults (and even their parents) can take advantage Lynn MacNeil April 14, 2023 1550 Managing Your Money Many Canadians are anxiously awaiting the availability of the newest ‘Tax-Free Saving Account’, slated to be available in the coming months. The First-Home Savings Account (FHSA) was first ...
Colin Hunter – entrepreneur, dedicated family man and jazz singer Peter Kerr April 10, 2023 6324 After immigrating to Canada with almost nothing, Colin Hunter would become the Founder of Sunwing Vacations, Sunwing Airlines and other divisions including a string of all inclusive resorts in the Caribbean, Me...
What to expect for 2023 Lynn MacNeil February 22, 2023 1626 Managing Your Money Good riddance 2022! It may have been a good year in other ways, but from an investment perspective, it was horrible. 2022 was the worst outlier year since 1872 when we look at a combinatio...
Welcome to 2023! – Start it off Right Lynn MacNeil January 20, 2023 1281 Managing Your Money I love the beginning of a new year! I feel like I have a clean slate to set new goals and leave behind what I don’t want to carry forward. Undoubtedly, when most people set goals for the up...
How Paul Tyers and Canadian Life Settlements are expanding the use of life insurance The Montrealer December 12, 2022 3197 Canadian Life Settlements offers consumer access to funds held in their life insurance policies Many Canadians purchase life insurance for reasons such as providing capital to replace income, or at the insisten...