Our Insights
I’m 63 and Scared (Financial Services Ottawa)
The market crash hammered Louise Stanton’s RRSP. Can she still afford to retire? MoneySense Magazine, by Julie CazzinOctober 2009 Louise Stanton always dreamed […]
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Responding to HNW Fears of Scandals (Financial Services)
Earl Jones and Bernie Madoff defrauded investors of millions and billions of dollars, respectively Advisor.ca, by Alison MacAlpineSeptember 2009 They both ran schemes […]
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Top Tips From Financial Experts
Our experts’ advice for the decade ahead MoneySense Magazine, by MoneySense staffAugust 2009 To help you navigate the decade ahead, we asked some […]
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Finding a Reputable Financial Advisor
Watching the recent investment fraud of Earl Jones unfold, many investors may be shaking their heads at the injustice of the theft […]
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Overcoming Obstacles to Fee-based Business (Financial Services)
Marc Lamontagne, an advisor and principal at Ryan Lamontagne Inc. describes three perceived obstacles to fee-based planning Investment Executive TV – CIFPs […]
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Officers In Distress (Financial Services Ottawa)
Can two married police officers afford to become a one-income family? MoneySense Magazine, by Julie CazzinMay 2009 Mandy Albano wants to change her […]
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Nortel Pensioners And Employees Still Looking For Answers (Financial Services Ottawa)
(Requires RealPlayer) CBC Radio, by Julie IretonFebruary 2009 Listen: Nortel pensioners and employees still looking for answers
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Setting Financial Goals For 2009
Money is on nearly everyone’s minds these days. Do I have enough? How can I get more? Where did mine go? Bankrate.ca, by […]
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Claiming Names (Financial Services Ottawa)
What does it mean when advisors describe themselves, or their services, as fee-only, fee-for-service, or fee-based? Advisors Edge Report, by Marc Lamontagne, CFP, […]
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Solving Retirees’ RRIF Withdrawal Woes (Financial Services Ottawa)
If you’re a retiree, forced to withdraw a percentage of taxable dollars from a Registered Retirement Income Fund (RRIF), you’re probably ticked […]
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Women Investors: Learning To Take Risk (Financial Planning Ottawa)
When it comes to investing, there is a general rule of thumb: the greater the risk, the greater the potential returns Manulife […]
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Family File Revisited (Financial Planning Ottawa)
Will the Blitts ever be able to help their daughter buy a home? Financial Post MagazineDecember 2008 Then: Back in the spring, Ottawa […]
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Planned To Death (Investment Advisor)
The Greens have lots of professional advice — and tons of debt to show for it MoneySense Magazine, by Julie CazzinNovember 2008 Brian […]
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Segregated Funds: A Cracked Nest Egg (Investment Advisor)
“Seg” funds no longer make much sense MoneySense Magazine, by Julie CazzinOctober 2008 If you’re a senior citizen, a small business owner or […]
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How Things Work: Is There a Bear In Your Financial Portfolio?
“Is there a bear in your portfolio?” screamed the ad with the picture of a mean-looking grizzly. It sure got my attention […]
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Rich Man, Poor Man (Financial Services Ottawa)
Is Sam Reynolds crazy to give up a $250,000 job and become a social worker? MoneySense Magazine, by Julie CazzinSummer 2008 Sam Reynolds […]
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Time To Move Ahead (Financial Services Ottawa)
Charlotte Dobson has lost her health, her home, her husband. Now she’s ready for some good news MoneySense Magazine, by Julie CazzinMay 2008 […]
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Oh, Give Them a Home (Financial Services Ottawa)
The Blitts want to help their daughter and her fiancé buy their first house. But with their own retirement looming, how generous […]
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