Young Adults and Money – are they ready for the real world? Lynn MacNeil March 17, 2023 1619 Managing Your Money According to the stories I hear from some parents, their wallets are thin, and their tastes are expensive. They make up about a third of the population. They’re often referred to as the so...
What to expect for 2023 Lynn MacNeil February 22, 2023 1465 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 1153 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...
Making a List and Checking it Twice Lynn MacNeil January 13, 2023 1123 Managing Your Money ‘Tis the time of year when many people make lists – gift lists, guest lists, New Year’s resolution lists. I’m always encouraging my kids to make lists. I love lists! To-do lists. Task lists....
Financial planners Lynn MacNeil and Fadi Ephtimios are partners in business and life Peter Kerr December 7, 2022 2301 “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...
Is it time to consider GICs? Lynn MacNeil November 22, 2022 1669 Managing Your Money With the stock and bond markets continuing to spook many investors, some are asking themselves if GICs might be a good option. This month we’ll take a look at GICs and when they should be co...
Trusted Contact Person – an important layer of protection for your wealth Lynn MacNeil October 13, 2022 1258 Managing Your Money When you book a flight, join a gym, or start a new job, they usually ask for an emergency contact person. Generally, this is in case of a medical emergency, so they will know who to contact ...
The right portfolio is like finding the right pet Lynn MacNeil September 26, 2022 1520 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 1894 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...
How portfolio innovation can protect your wealth Lynn MacNeil August 13, 2022 1250 Managing Your Money It’s no secret that institutional managers are the “smart money” investors that lead the trends in investment management. That’s why retail investors (i.e. most people) should look to these...
