Bakish Wealth – brothers Nick and Joe Bakish successfully mix investment and a social conscience Peter Kerr October 24, 2020 4933 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...
A combined passion leads to success in helping others Peter Kerr September 19, 2020 2877 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 1787 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...
Inspire calm and confidence amidst the crisis: Focus on the positives Lynn MacNeil April 29, 2020 1943 Managing Your Money Please call us at 514-981-5795 or visit us virtually at www.EphtimiosMacNeil.com In the span of a few weeks, our reality has become what seems like the storyline of a science fiction movie...
RRSPs: Unusual strategies & uncommonly known rules Lynn MacNeil February 23, 2020 2380 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 2083 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 1999 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 2291 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...
Genuine curiosity is the key to feeling understood Lynn MacNeil October 19, 2019 3831 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,...
Secured returns that AREN’T “too good to be true” Lynn MacNeil August 23, 2019 2578 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...
