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.

Market Recap: Q1 2024 – A Time for Cautious Optimism

April 4, 2024

As we turn the page on the first quarter of 2024, we wanted to provide a recap of the market’s performance and highlight some key trends that may impact your portfolio in the coming months.

Stop, Look, and Think Before You Click

April 4, 2024

Here are a few tips to help protect your personal data from cybercriminals.

Time to spring forward with your mortgage goals!

April 4, 2024

As the days grow longer, we warmly welcome the arrival of spring – a season of renewal and growth. Just as we set our clocks forward for daylight saving time, it’s a perfect moment to take proactive steps in managing your mortgage goals. Whether you’re considering buying a new home, refinancing, or making strides toward paying down your mortgage, I encourage you to “spring forward” this month!

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

April 4, 2024

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.

“2023: A Year of Challenges, Triumphs, Moving on and Giving Back”

December 20, 2023

Another year has come and gone and it certainly was an eventful one. I want to wish you a very Happy New Year and we look forward to what 2024 has in store for us all. Let’s dive into some highlights from this rollercoaster of a year.


2020 Global Market Outlook

March 30, 2020

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

Keeping Your Kids Busy at Home – Awesome Links/Ideas and Navigating Volatility during the Covid-19 Crisis

March 27, 2020

Our colleague Allison and friends at Invesco have put together a list of websites that can be a great way to keep our kids connected to the outside world and feel busy, and give us the time we need to connect with others during this period of market volatility.

Why You Should Plan Ahead For Holiday Spending

November 17, 2018

In about five seconds, all of the Halloween costumes and decor will be whisked off to the clearance aisle and stores will become one big explosion of red and green. Wasn’t it just summer? The holidays sneak up on us faster than the sudden emergence of pumpkin spice in September so it’s important to start…

Money 101 for Millennials: Seven Tips for Improving Your Financial Literacy

November 5, 2018

When young adults become fully responsible for their personal finances for the first time, they’re often in for a rude awakening. Financial literacy is rarely taught in school, and if their families didn’t discuss credit scores, taxes and interest rates as they were growing up, these newly-minted members of the “real world” can easily get…


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.

  • icon_news_tax

    Tax Planning

  • icon_news_insurance

    Insurance Planning

  • icon_news_pension

    Pension Planning

  • icon_news_other_seminar

    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:

  • icon_social_movie

    Family Movie Events

  • icon_social_euchere

    Annual Euchrefest

  • icon_social_golf

    Let’s Take a Swing at Cancer

  • icon_social_christmas

    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
community-1 (1)

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:


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,  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