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.
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 review our client request process for EFTs & Wire Requests.
Yet another year has gone by and you have heard it said “The more things change, the more they stay the same”.
With the financial demands of school loans, living expenses, and finding a career path, many young people struggle to purchase their first home. Often, parents and grandparents are very sympathetic. They’ve enjoyed the financial benefits of long-term homeownership themselves and see how hard it is today to make that important first step into the real estate market.
Although it may seem early but it is never too early to start thinking about taxes! We will be sending out a more formal email in early February, but want to let all clients know that we are once again offering our popular tax preparation services for the 2021 tax year.
Many consider diversification to be holding smaller positions in a number of companies that you expect to perform well in the long term. While this is true, many investors trap themselves into exclusively investing within their home country, and many living in North America rarely venture outside Canada and the United States.
Don’t miss watching CTV Morning – Money Mondays recording from August 21, 2023, where I talk about Back to School Finance Reset.
Don’t miss watching Ottawa’s CTV Morning Live Segment where I talk about the topic of Re-Embracing The 40 Year Mortgage
Capital Wealth Partners Wins Wealth Managemtn Firm of the Year for 2023!
Q2 Update: Cycle, further interrupted The COVID-19 virus has stalled the mini-cycle rebound and made a global recession likely. The duration of the virus pandemic is unpredictable, but policy stimulus, pent-up demand and a lack of major imbalances argue for a solid upswing when the virus threat clears. Continue Reading
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.
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
Let’s Take a Swing at Cancer
Children’s Christmas Event
15th ANNUAL EUCHREFEST 2021
After missing our first year in 14 due to the challenges of Covid-19, we are back! Duane and his team cordially invite you to enjoy an informal virtual 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.
Please contact Natalie Nunn at 728-0101 ext. 228 or via e-mail or by online form below on or before Friday, May 14th, 2021.
“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 6th, 2023 with check-in and lunch beginning at 11:30 a.m.
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