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.
The sun continues to shine on the stock markets. When will it end?
What a year it has been to date as the stock markets particularly in North America continue to hit new highs and the question I am getting lately is “when will it end”? Investing when stock markets are at all-time highs can feel intimidating.
Market Recap: Q3 2024 – Small Caps Surge Amid Rate Cuts
As we conclude Q3 2024, North American equity markets posted impressive gains, with a notable shift towards small-cap stocks. The TSX Composite led major indices with a surge of 9.23%, while the TSX Small Cap index posted a robust gain of 6.79%.
Be Prepared! Expert Tips for Mortgage Renewal Success
Recent data from Mortgage Professionals Canada shows that 23% of all Canadian mortgage holders will renew their mortgage within the next year, and a staggering 50% will renew within two years.
W-8BEN Form and why it is required
The W-8BEN is an Internal Revenue Service (IRS) mandated form to collect correct taxpayer information for individuals who do not reside in the US to document their status for tax reporting purposes.
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.
News
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
“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
