Welcome to 2023! – Start it off Right Lynn MacNeil January 20, 2023 1199 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 1148 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 2351 “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 1698 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 1304 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 1555 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...
How portfolio innovation can protect your wealth Lynn MacNeil August 13, 2022 1283 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...
Hopefully you’ve updated your wardrobe, it’s probably time to update your portfolio too! Lynn MacNeil August 5, 2022 1387 Managing Your Money Did you know that despite Canada’s relatively small population, it’s home to TWO of the world’s largest pension funds – the Canada Pension Plan (CPP), and the Caisse de dépôt et placement du...
Markets are down – don’t miss these golden opportunities Lynn MacNeil July 10, 2022 1803 Managing Your Money Last month, as I was shopping for outdoor furniture, I came across some chairs that I had fallen in love with last summer. With recent inflation, I was kicking myself for not buying them the...
Panic Selling! Lynn MacNeil June 13, 2022 1792 Managing Your Money If you have watched your recent investment statements with a sinking heart, I want you to know that I understand. I understand the feelings of fear and frustration that some people are exper...
