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.
Top Financial Book Reads for the Summer
I find the summer a great time to catch up on my reading as I sit around the pool or lounge on the deck. Whether you’re a seasoned investor or just starting out, there’s always something new to learn in the world of finance.
Q2 2024 Market Recap: Impact of Divergent Policies on North American Equities
As Q2 2024 draws to a close, we reflect on the divergent monetary policies that have influenced North American equity markets and led to unexpected outcomes.
Myths Debunked: Get the Real Facts
Understanding the real facts about mortgages is crucial for making informed decisions that can save you time, money, and stress. Unfortunately, there are many myths out there that can lead to confusion or missed opportunities. In this newsletter, we’ll debunk some of the most common mortgage myths.
Critical Illness Insurance – An Often-Overlooked Part of Your Financial Plan
Critical illness (CI) insurance is an important part of each person’s financial plan. This type of insurance provides additional coverage for medical emergencies like heart attack, strokes or cancer as these illnesses often incur greater than average medical costs.
Summer Fun in Ottawa, Ontario
Ottawa, Ontario, Canada’s vibrant capital, transforms into a lively playground during the summer months. With its unique blend of history, culture, and natural beauty, the city offers a plethora of activities that cater to all interests.
News
Your Retirement May Be Saved By A Side Hustle
I’m a big believer in having multiple streams of income. And for those heading into retirement or already retired, a side hustle in the gig economy may just be what you need to boost your savings. In the “gig economy,” people work as freelancers, contractors or temps. Often the paychecks are steady and retirement benefits…
9 Things You Should Consider Before Buying A Vacation Home
About one in eight homebuyers is buying a second home, according to research from the National Association of Realtors. And summer is a time of year when buyers think about it. Consider: You’ve just had a great summer trip to a relaxing location, and you’re wondering whether you should get yourself a permanent place there.…
5 Financial Myths That Are Totally False
It’s astonishing how much financial misinformation manages to float around the Internet. Let’s separate fact and fiction. These are five financial myths that are totally false, and what you should know instead. 1. Your home is an investment Your home, first and foremost, is a place to live where you can find peace…
5 Science-Backed Ways to Break Your Phone Addiction
How long do you think the average work email goes unread? Ten minutes? Five minutes? One minute? Try six seconds. In reality, 70 percent of office emails are read within six seconds of arriving. Some might say that they’re not addicted to technology — they just enjoy it. But those same people probably say…
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
