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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 1% Solution – A Proven Corporate Insurance Strategy

March 30, 2022

Your company is an operating company or an investment holding company. It has retained profits or surplus cash that is not paid to you, since you do not need the income. Your corporation invests the cash in a balanced portfolio including a traditional fixed income component, which you earmark for your heirs or favourite charity. You want a financial planning strategy that will reduce taxes annually and increase the funds available when you die.

Higher interest rates are here. What does that mean for you?

March 30, 2022

The Bank of Canada has been signaling for a while now that they will respond to inflation by raising interest rates. Sure enough, on March 2nd they announced a hike in the overnight rate by 0.25%. Here are answers to the most commonly asked questions.

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

March 30, 2022

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.

Lessons Learned in 2021

January 8, 2022

Yet another year has gone by and you have heard it said “The more things change, the more they stay the same”.

What’s involved in giving your child a boost to homeownership?

January 8, 2022

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.

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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

“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. 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.

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

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