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.
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
Why Risk is a Good Four-Letter Word
Risk is one of the most misunderstood words in investing. Consider the different interpretations. Large financial institutions define risk as volatility. They worry about short-term ups and downs in the stock market and have designed their risk management systems accordingly. Some investment managers believe risk is the amount their returns deviate from the index.…
Five Credit Habits That Can Boost Your Credit Score
Your credit score is essentially your passport to financial opportunities. With a possible range of 300 to 900, your score tells lenders what kind of a risk you are likely to be as a borrower. A low credit score can prevent you from getting the lowest mortgage rate, or even from getting a mortgage at…
Nine Steps to Your Estate Plan
You don’t have to do it all at once. Here’s how to break it down into steps. Step 1: Asset List Go through your home (inside and out) and make a list of all items worth $100 or more. Then add the non-physical assets you own, such as bank accounts, investment accounts and insurance policies.…
Mandeville is a Finalist at the 4th Annual Wealth Professional Awards
Mandeville Private Client (“Mandeville”) announced today that it has once again been selected as a Finalist for the Fundserv Award for Advisor Network/Brokerage of the Year. Moreover, 10 Mandeville Advisors have been selected as finalists for several awards including Advisor of the Year (Michael Prittie), Multi-Service Advisor of the Year (Jennifer Black, Guido Camaiani, Duane Francis), Top Independent…
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
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.
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. 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