Marriage & Money: Creating Financial Harmony Lynn MacNeil June 15, 2023 1279 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 2142 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 1461 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 5685 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 1528 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 1199 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 3027 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...
Financial planners Lynn MacNeil and Fadi Ephtimios are partners in business and life Peter Kerr December 7, 2022 2352 “We’re getting more calls than usual, and we think it’s probably a result of the current difficulties in the financial markets. It’s understandable that some investors are seeking a second opinion about their p...
The right portfolio is like finding the right pet Lynn MacNeil September 26, 2022 1555 Managing Your Money Over the past few months, we have been fielding an unusually high volume of calls from readers who are unhappy and stressed about their current investments. Most of them are looking for a s...
The Canadian Securities Exchange – serving Canadian entrepreneurs Peter Kerr August 15, 2022 1963 Founded in 2003 and operational in 2004, the Canadian Securities Exchange has exceeded expectations for everyone working in the financial services markets, including even the CSE management team. Management’s i...
