Our financial planners have been quoted in the following media:
Brian, age 27, is on the threshold of a career as a physician with his gaze fixed firmly on the future.
The Globe and Mail, Dianne Maley
December 2013
“By paying off his debt first, Brian is doing the right thing", Mr. Lamontagne says.
Full text: Financial Facelift: Should this medical resident, 27, repay debt or build investments?
Borrowing to invest in an RRSP is a way to ensure that money is saved instead of being spent
The Globe and Mail, Shelley White
November 2013
"While borrowing to invest in an RRSP can be a wise choice for some people, it could be a wrong move for others", says Marc Lamontagne
Full text: Is it Wise to Borrow for an RRSP?
For the first time in nearly two decades, Canada’s wealth management industry faces the prospects of a radical overhaul.
The Globe and Mail, Tim Kiladze
November 2013
Facing the prospect of a changed rulebook, financial institutions say they have an easy fix: shepherding clients toward fee-based accounts, as Mr. Lamontagne does.
Full text: Canada’s trouble with investment advisers
Rani and Evan are at a turning point in their lives. Rani, who is 51, started a new job earlier this year. Evan, who is 57, wants to scale back a bit, even if it means working well past the usual retirement age.
The Globe and Mail, Dianne Maley
November 2013
“If he delays taking CPP until he is 70, his benefits would double from $680 a month at age 60 to $1,482 at age 70", Marc Lamontagne
Full text: After downsizing, couple needs help investing their money with little risk
We all know saving is a necessary part of financial management, yet for many of us, saving money means depriving ourselves of treats — a $5 pumpkin spice latte, for example.
Ottawa Citizen, Lisa Evans
October 2013
"Most people’s expenses tend to rise up to meet their available cash,” says Lamontagne.
Full text: Trick or Treat Your Savings Account
