Don’t wait until it’s too late to start tax planning! Lynn MacNeil May 20, 2023 667 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 485 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 ...
What to expect for 2023 Lynn MacNeil February 22, 2023 560 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 509 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...
Financial planners Lynn MacNeil and Fadi Ephtimios are partners in business and life Peter Kerr December 7, 2022 816 “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 804 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...
COVID–19 Retirements: Is it time to retire? Can I afford to retire? Lynn MacNeil February 15, 2021 891 Managing Your Money During the past few months, I have had an unusual number of clients ask me about retiring. Not in terms of retirement planning, but as in… retiring, now! ASAP! This is probably not too s...
Investing 101 – The Home – The Floor Plan – The Furniture Lynn MacNeil October 25, 2020 1034 Managing Your Money In the financial industry we use many acronyms such as RRSP, RRIF, LIRA and TFSA to name a few. Most people know that these are financial terms, but not everyone knows what exactly they s...
A combined passion leads to success in helping others Peter Kerr September 19, 2020 2045 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 1416 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...
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