Why Rock the Boat? Lynn MacNeil October 4, 2018 269 Managing Your Money Why Rock the Boat? I remember an occasion years ago when a lady I had recently met with was facing a very delicate situation. She was about to have a very difficult conversation with her l...
Pembroke Management celebrates its 50th Anniversary Peter Kerr September 27, 2018 312 Innovation, Insight and Growth since 1968 In 1968, a group of four Montrealers with expertise in the financial services sector established a company to manage the assets of several U.K. based institutional inv...
Structure vs Freedom: Understanding what works best for you Lynn MacNeil August 21, 2018 407 Managing Your Money I got my first credit card at 15 years old, and it wasn’t “Daddy” who was planning to pay the bills (though he did cosign for me to get the card). As he was helping me to fill out the fo...
Redefining Retirement – Creating a Part II Lynn MacNeil July 22, 2018 402 Managing Your Money I recently congratulated long-time clients on successfully achieving “retirement”. I put retirement in quotations marks because retirement is being redefined these days, as their situati...
How technology and “Big Brother” are changing the insurance world as well as our lives Lynn MacNeil June 14, 2018 449 Managing Your Money When I received my last car insurance renewal, I called the company to see if there was anything they could do to reduce my premium. The woman offered the options of installing a device ...
Why financial decisions shouldn’t always be about money Lynn MacNeil April 19, 2018 656 Managing Your Money I remember early in my career trying to convince a client why keeping so much money in her bank account was a bad idea. When I asked her why she was insistent on leaving such a large bala...
Financial Abuse of Seniors – A Growing Problem Lynn MacNeil March 22, 2018 836 Managing Your Money The abuse often seems to begin innocently enough with a few small purchases or simple financial requests. The person being abused often won’t even realize that they’re being taken advanta...
Neglect New Year’s Resolutions, but don’t neglect your goals Lynn MacNeil January 21, 2018 772 Managing Your Money Don’t neglect your goals It seems as though fewer and fewer people are bothering to make New Year’s Resolutions, and with good reason. A commonly cited statistic tells us that less than 8%...
Is the Magic of Toy Stores gone forever? Change and How we Adapt! Lynn MacNeil January 7, 2018 784 Managing Your Money As the year comes to an end, and we take stock of the year that has passed, we can see that change is happening more rapidly than ever before. Change is constant, whether it be personal,...
When someone you care about needs money: Helping may not always be “helping” Lynn MacNeil August 28, 2017 1112 Managing Your Money You worked hard. Planned your retirement perfectly. Saved diligently. Considered the "what ifs", and now you're kicking back enjoying that long deserved retirement, when low and behold, s...
