Our Insights
Hey Millennials, it’s Never too Early to Jump Into RRSPs
When you’re in your 20s, retirement planning is not usually top of mind. The Globe and Mail, Shelley WhiteFebruary 2014 “If they have […]
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How Investors Can Protect Their Portfolio From The Taxman
Even small-scale investors can benefit from tax-saving tools like TFSAs and charitable stock donations. CBC News, Sean DavidsonJanuary 2014 “If you have any […]
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Financial Facelift: Brian, Medical Resident
Brian, age 27, is on the threshold of a career as a physician with his gaze fixed firmly on the future. The […]
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After Downsizing, Couple Needs Help Investing Their Money With Little Risk
Rani and Evan are at a turning point in their lives. Rani, who is 51, started a new job earlier this year. […]
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Canada’s Trouble With Investment Advisers
For the first time in nearly two decades, Canada’s wealth management industry faces the prospects of a radical overhaul. The Globe and […]
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Is it Wise to Borrow for an RRSP?
Borrowing to invest in an RRSP is a way to ensure that money is saved instead of being spent The Globe and […]
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A Road Well Travelled
The Batemans want to retire at age 60, spend their winters in a Florida condo, and travel the world. MoneySense Magazine, Julie CazzinOctober […]
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Death or Retirement – What Happens to Your Clients?
Ontario advisors believe succession plans should be a given for wealth professionals and their dealers, ensuring clients are not left high-and-dry if […]
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Trick or Treat Your Savings Account
We all know saving is a necessary part of financial management, yet for many of us, saving money means depriving ourselves of […]
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Big Six Growth In Wealth Management Points To More Consolidation
The big six banks all posted double-digit growth in their wealth management operations. Wealth Professional, Christopher MyrickSeptember 2013 “With many of the major […]
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Another Threat For Mutual Fund “Guys”?
As the Big Six banks grow their wealth businesses, they are increasingly in a position to push multi-service offerings. Wealth Professional, Christopher MyrickSeptember […]
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Millennials Investing Earlier, Self-managing Portfolios
According to the TD Investor Insight Index, 48% of Gen Y investors manage their portfolios directly online and more than one third […]
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Canucks dump US equities, inflows to Canada securities slow in May
Canadian investors repatriated $1.6 billion in funds from international financial markets in May as US equities saw the biggest selling by Canadians […]
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78 and Deep in Debt
Canadian investors repatriated $1.6 billion in funds from international financial markets in May as US equities saw the biggest selling by Canadians […]
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No Bubble, No Trouble
Canada’s real estate market is changing MoneySense Magazine , Julie CazzinDecember/January 2013 Lamontagne believed there will be opportunities for savings in any region in […]
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Canadians carrying debt into retirement
Experts suggest ways to help retirees manage debt CBC News, Tom McFeat January 2013 Marc Lamontagne, a certified financial planner at Ryan Lamontagne Inc. […]
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Navigate the Maze of Executive Compensation (Financial Planning Ottawa)
As you climb the corporate ladder, you will find that your salary structure is a little more complex than it use to […]
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An Uncertain Legacy
During their marriage, Lisa’s husband controlled all the money MoneySense Magazine , Julie CazzinAugust 2012 Based on her budgeted expenses, Marc Lamontagne, a fee-only […]
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