Why Rock the Boat? Lynn MacNeil October 4, 2018 2377 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 3942 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 2247 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 2418 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...
Cottage Life – Six tips on how to pass it on successfully Lynn MacNeil July 3, 2018 2145 Managing Your Money After a long, cold winter, summer is finally here! For those of you who escape to the peace and relaxation of cottage life during the summer, your plans are surely in full gear. You can a...
How technology and “Big Brother” are changing the insurance world as well as our lives Lynn MacNeil June 14, 2018 2336 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 3889 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 2927 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...
“Stock Market Turmoil: What’s going on?” – “DOW plunges 1175 – Worst Point Decline in History” Lynn MacNeil February 23, 2018 2486 Managing Your Money These were some of the news headline after Monday’s massive stock market drop. Reading news headlines about the markets can be scary, especially if you don’t follow the financial news dai...
Neglect New Year’s Resolutions, but don’t neglect your goals Lynn MacNeil January 21, 2018 6657 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%...
