Bakish Wealth – brothers Nick and Joe Bakish successfully mix investment and a social conscience Peter Kerr October 24, 2020 4745 Montreal Success Stories Brothers Joe and Nick Bakish have built Bakish Wealth into a highly successful financial services practice that is popular with successful entrepreneurs, professors and medical profe...
“Mr. Bitcoin” – Montrealers like Fred Pye are leading a digital assets revolution Peter Diekmeyer October 19, 2020 9067 Fred Pye, president of 3iQ leaned back in his booth at Pointe Claire’s Ye Old Orchard pub and smiled. “Bitcoin is the best performing asset class of the last decade,” said Pye, who struggled for almost five yea...
A combined passion leads to success in helping others Peter Kerr September 19, 2020 2758 While they didn’t know each other as teenagers, Lynn MacNeil and Fadi Ephtimios had a similar curiosity and interest in money at a young age. Years before they met in wealth management, Lynn and Fadi were both ...
COVID-19 – Worldwide Pandemic! Economic Crisis! Hmmm…Why not buy a boat? RV? Lynn MacNeil August 11, 2020 1744 Managing Your Money After what was one of the worst stock market crashes in history, we’ve now seen one of the most amazing recoveries, with the US and Canadian markets down only -3.1% and -7.5% respectively...
Air Canada re-configures passenger aircraft to carry more medical supplies The Montrealer April 23, 2020 2546 Air Canada is re-configuring the cabins of three of its Boeing 777-300ER aircraft to give them additional cargo capacity. The first aircraft conversion is complete and is now in service, with the second and thi...
RRSPs: Unusual strategies & uncommonly known rules Lynn MacNeil February 23, 2020 2296 Managing Your Money RRSPs, also known as Registered Retirement Savings Plans, are the Canadian government’s way of encouraging us to create our own pension plans. They can be controversial for those who worr...
Recession concerns among top fears of 2020 – How to Prepare Lynn MacNeil February 8, 2020 2028 Managing Your Money Over the holidays I noticed a reoccurring theme of recession fears. At social events with friends and family it would always come up in at least one conversation. From a cousin hesitant...
“Cutting the lemons”, “Dumping the dogs” – using tax loss selling to reduce your taxes Lynn MacNeil February 1, 2020 1918 Managing Your Money Not every investment is going to be a winner. Buying stocks that go down in value is simply part of investing. While it usually makes sense to stick to the old adage “buy low, sell high”,...
“How do I compare financially?” Assessing how your savings compare with others Lynn MacNeil November 25, 2019 2248 Managing Your Money “How do I compare with others?” This is a question that I often get asked by clients who want to know how they compare financially to others their age. It’s a difficult question to answer...
Markers Fund – investment and management for start-up business operators The Montrealer November 23, 2019 4205 Industry-defining startups are often characterized by stories of the triumph of ingenuity, resilience, boundless enthusiasm, and bold thinking. Above all else, these stories are defined by the people behind the...
