News
Francis Forum
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
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.
5 Lessons I Learned From Rich Dad, Poor Dad By Robert Kiyosaki
As you may know, I do not like really to run/jog perse but I do like to stay in shape especially during the long winters where being active outside can be limiting. Recently during my treadmill adventures, I have been listening to “Rich Dad, Poor Dad”, a best-selling book by Robert Kiyosaki that has been a popular read for people looking to learn about personal finance and investing.
Four Ways to Take Control and Thrive in a Challenging Market
If you’re struggling financially as a result of increased living expenses and interest rates, you are not alone. A lot of Canadians are feeling a little helpless these days, with talk of rising interest rates and inflation dominating news headlines.
Life Insurance is a Valuable Tool in Tax and Estate Planning
You can use life insurance with financial planning to offset taxes on inheritances and cover other fees after death. Because life insurance provides an immediate, untaxed payout, it is easier for heirs to leverage these funds to handle costs immediately following the death of the insured. It’s understandable if your life insurance policy is not top of mind for you.
The Admin Corner: The Client Request Process – EFT (Electronic Funds Transfer) & Wire Requests
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.
News
My Sincere Thanks – Fight for the Cure 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
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
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!
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.
Tax Planning
Insurance Planning
Pension Planning
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:
Family Movie Events
Annual Euchrefest
Let’s Take a Swing at Cancer
Children’s Christmas Event
“Let’s take a Swing at Cancer” Golf Tournament
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. Since then, so many of us have lost loved ones to cancer which is why it is our goal to continue raise money and awareness in support of the ongoing work of the Ottawa Regional Cancer Foundation.
After 20 years the tournament has raised over $430,000 and our goal is to raise even more this year.
This year’s tournament is brought to you by Ed Hansen of Hansen Lawn and Gardens Inc., Duane Francis of Mandeville Private Client Inc., Steve Lacroix of A. Lacroix Heavy Equipment Rentals, Eric Gill of Pro Printers, and Matt Jacques of Royal Lepage Commercial.
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
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.
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
