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Francis Forum

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The Francis Forum Provides Perspective

The Francis Forum is a quarterly newsletter written to help provide you with important analysis and perspective on the financial markets. Each quarter we take time to provide you with advice, links to important resources, and in-depth analysis on topics that can affect you and your family’s economic well being. Topics can include changes to Canadian tax law, the Canadian budget, retirement planning strategies and many other interesting topics. We also pass on information on upcoming seminars, community events, and some other interesting articles related to achieving a good work life balance.

The Admin Corner: The Client Request Process – EFT (Electronic Funds Transfer) & Wire Requests

March 28, 2023

Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for example, buying a new car or any other purchase.

Please be reminded of the following process to ensure no delays are encountered for funding requests.

Out with the Old and in with the New!

December 30, 2022

I would like to start by wishing you and your family a very Happy New Year. It seems as I get older the years seem to fly by and 2022 was no exception. Many of us had the urge to hop on a plane and get away after two years of being confined but from a market perspective, we certainly had to buckle our seatbelts due to some more than slight market turbulence. Let’s review 2022!
The year started off with a bang and despite us still dealing with the uncertainty of Covid-19, the markets continued to move higher into the first quarter of the year. Real estate boomed and the bidding war for homes in the Ottawa region and throughout Canada, continued the trend from the previous couple of years.

Taxation and You!

December 29, 2022

Although it may seem early, it is never too early to start thinking about the upcoming tax season! We will be sending out a client communication in early February with detailed information on our tax preparation services, but we want to let all clients know that we are once again offering our popular tax preparation services for the 2022 tax year.

Income Annuity – Is it right for you?

December 28, 2022

You’ve worked hard and saved for your retirement, and you want to protect your income. This forgotten gem has been overlooked for many years due to the past low-interest rate environment.
An income annuity is a financial product that provides you with a guaranteed regular income. Typically, it is used during your retirement years and offered by an annuity provider, such as a life insurance company. When you buy an annuity, the insurance company will pay you, the annuitant, a regular income for a fixed term or the rest of your life, no matter how long you live – so you can expect regular, predictable, and stable income, no matter what happens to your other sources of income or the economy.

The Pros and Cons of Locking In

December 28, 2022

The holiday season is upon us, bringing an end to a tumultuous year. 2022 saw inflation reach levels not seen for 40 years, followed by substantial interest rate hikes. From March to December, the Bank of Canada raised its policy rate by a whopping 4.0%, causing some stress for Canadian homeowners, particularly those with variable-rate mortgages. If you have a variable-rate mortgage, these rate hikes may have you thinking about converting (or “locking in”) to a fixed rate, if your lender allows you to do so. Of course, this then commits you to a new mortgage term with your current lender. Let’s look at the potential upsides and downsides of making the switch.

News

Duane Franics, Fight for the Cure

My Sincere Thanks – Fight for the Cure 2023!

October 30, 2023

Saturday evening was amazing as we enjoyed a night to remember at the 2023 Fight for the Cure. I am without words and I am truly humbled by your support throughout this 7 month journey. Your generosity and encouragement will not be soon forgotten and you were all part of the incredible goal of raising…

CTV Money Mondays – Duane’s Live Appearance

September 25, 2023

Don’t miss watching CTV Morning – Money Mondays recording from August 21, 2023, where I talk about Back to School Finance Reset.

Re-Embracing The 40 Year Mortgage

April 19, 2023

Don’t miss watching Ottawa’s CTV Morning Live Segment where I talk about the topic of Re-Embracing The 40 Year Mortgage

We are thrilled to receive the 2023 Faces Magazine Award for Wealth Management Firm of The Year!

March 20, 2023

Capital Wealth Partners Wins Wealth Managemtn Firm of the Year for 2023!

Seminars

Each month, clients are welcome to join us for a variety of compelling Seminars that can help you gain a better understanding of the multiple facets of the financial world as well as in other non-financial topics. We bring in established accredited professionals in a professional and impartial environment and allow you the ability to ask questions. Topics range from tax planning and retirement planning, to travel options and seasonal gardening. The topics and speakers are selected based on where your interests lie, and we are always open to suggestions.

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    Tax Planning

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    Insurance Planning

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    Pension Planning

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    Other Seminars

Social Events

We feel it is important that we provide opportunities for you to interact with the team throughout the year, and enjoy some time together with friends and family. As such we organize several activities throughout the year. To see the events which we typically organize, see the list to the right.

Typically we organize events throughout the year, at least one per quarter:

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    Family Movie Events

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    Annual Euchrefest

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    Let’s Take a Swing at Cancer

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    Children’s Christmas Event

16th ANNUAL EUCHREFEST 2023

Duane and his team cordially invite you to enjoy an informal evening of Euchre in a tournament format.

For all of you Euchre enthusiasts, this will be a fun night of cards with a chance to win fabulous prizes!!

All are welcome, whether you know the game or not, but if you are a beginner, brush up, because the competition is fierce.

Space is limited to the first 16 respondents.

 

Please RSVP to Feda Shureih at fshureih@mandevillepc.com,  or by signing up online but do so ASAP as spots will fill quickly. The rules of the evening will be sent out to all participants before the event.

Date: Thursday, November 16th, 2023
Time: 6:30 p.m.
Location: Broadway Bar and Grill, 1896 Prince of Wales Drive

Please contact Feda on or before Monday, November 13th, 2023

Euchre Tournament 2023

“Let’s take a Swing at Cancer” Golf Tournament

Golf Day with Red Rooster
take a swing at cancer golf tournament
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We are excited to once again bring you the “Let’s take a Swing at Cancer” Golf Tournament in support of the Ottawa Regional Cancer Foundation.

This year the tournament will take place at the Greyhawk Golf Club on Tuesday, June 4th, 2024 with check-in and lunch beginning at 11:30 a.m.

Visit the website to register.

About The Tournament

In 2004, the Herman Hansen Memorial Golf Tournament was founded in memory of Ed’s father Herman Hansen, who was diagnosed with colon cancer in 2001 and then sadly passed away in August 2003. It is our goal to raise money and awareness in support of the ongoing work of the Ottawa Regional Cancer Foundation.
After 18 years the tournament and “Drive” events have raised just over $360,000 and we are back again this year to raise even more!
This year’s tournament is brought to you by Gifford Carr Insurance Group, Ed Hansen of Hansen Lawn and Gardens Inc., Steven Lacroix of A. Lacroix Heavy Equipment Rentals, Jim Hill of Travel with Jim and Steve, Duane Francis of Mandeville Private Client Inc. and Eric Gill of Pro Printers.

About The Cancer Foundation

The Ottawa Regional Cancer Foundation is dedicated to increasing cancer survivorship in Eastern Ontario by working to fill the gaps in services for cancer patients and their families. The Cancer Foundation partners with local organizations and hospitals to ensure residents have the best care close to home, shorter wait times for diagnosis and treatment, access to research and the latest new therapies and overall improved quality of life. For more information on the ORCF please visit: www.ottawacancer.ca

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