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Personal Finance

Your Montreal, Your Money.

Can I afford to retire?

COVID–19 Retirements: Is it time to retire? Can I afford to retire?

Lynn MacNeil
February 15, 2021
681
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...
Lynn MacNeil Financial-Planner

Investing 101 – The Home – The Floor Plan – The Furniture

Lynn MacNeil
October 25, 2020
795
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...
Lynn MacNeil and Fadi Ephtimios

A combined passion leads to success in helping others

Peter Kerr
September 19, 2020
1460
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?

COVID-19 – Worldwide Pandemic! Economic Crisis! Hmmm…Why not buy a boat? RV?

Lynn MacNeil
August 11, 2020
1214
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...
Lynn MacNeil Financial-Planner

RRSPs: Unusual strategies & uncommonly known rules

Lynn MacNeil
February 23, 2020
1655
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...
Lynn MacNeil Financial-Planner

Recession concerns among top fears of 2020 – How to Prepare

Lynn MacNeil
February 8, 2020
1460
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...
Lynn MacNeil Financial-Planner

“Cutting the lemons”, “Dumping the dogs” – using tax loss selling to reduce your taxes

Lynn MacNeil
February 1, 2020
1382
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”,...
Lynn MacNeil Financial-Planner

“How do I compare financially?” Assessing how your savings compare with others

Lynn MacNeil
November 25, 2019
1655
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...
Lynn MacNeil Financial-Planner

Genuine curiosity is the key to feeling understood

Lynn MacNeil
October 19, 2019
2979
Managing Your Money Curiosity is the foundation of understanding. And this is especially true in relationships, both personal and professional. In a professional relationship, be it with your doctor, lawyer,...
Lynn MacNeil Financial-Planner

Secured returns that AREN’T “too good to be true”

Lynn MacNeil
August 23, 2019
1943
Managing Your Money Fall presentation: Trends in Downsizing, Senior Living, and Home Care Contact Tania at [email protected] or 514-981-5795 to receive an invitation Today’s economic enviro...
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Top Posts

  • A love affair with Lisbon
    A love affair with Lisbon
  • Dr. Donald Vinh – Montreal physician and world-renowned researcher contributes to the fight against COVID-19
    Dr. Donald Vinh – Montreal physician and world-renowned researcher contributes to the fight against COVID-19
  • Save the last dance for me - May 28 to June 3, 2022
    Save the last dance for me - May 28 to June 3, 2022
  • Vittorio Rossi's LEGACY - May 31 to June 26, 2022
    Vittorio Rossi's LEGACY - May 31 to June 26, 2022
  • Engelbert Humperdinck returns to Place des Arts, May 22
    Engelbert Humperdinck returns to Place des Arts, May 22
  • How low can scammers go?
    How low can scammers go?
  • Montreal Comic Arts Festival - May 27-29, 2022
    Montreal Comic Arts Festival - May 27-29, 2022
  • Can we solve the challenge of homelessness?
    Can we solve the challenge of homelessness?
  • The Ultimate David Bowie Tribute
    The Ultimate David Bowie Tribute
  • MANDY’S – founded by sisters Mandy and Rebecca Wolfe, their healthy-eating salad-bar restaurants have become a Montreal favourite
    MANDY’S – founded by sisters Mandy and Rebecca Wolfe, their healthy-eating salad-bar restaurants have become a Montreal favourite

Recent Articles

  • Vittorio Rossi’s LEGACY – May 31 to June 26, 2022
  • Beethoven’s 9th Symphony in support of Ukraine – May 31
  • Save the last dance for me – May 28 to June 3, 2022
  • A love affair with Lisbon
  • Carmina Burana at the Maison Symphonique
  • Montreal Comic Arts Festival – May 27-29, 2022
  • Nick Maclean Quartet featuring Brownman Ali at Upstairs Jazz
  • Adam Pendleton: These Things We’ve Done Together
  • The English Romantics – May 27, 2022
  • The Ultimate Queen Celebration – May 26-28, 2022

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