Our financial planners have been quoted in the following media:

 

Ottawa has said all past investments will be protected and the new $50,000 annual threshold will be on a "go-forward basis." When does the future start? Marc Lamontagne, founding partner at Ottawa-based financial planning firm Ryan Lamontagne Inc., says business owners are wondering if they should be acting now to maximize the grandfathering rules. "Does that mean I have to invest as much money as I can before Dec. 31 or the budget date? Should I go and borrow and invest?" Mr. Lamontagne asks, on behalf of his clients.. 

Small-business owners remain in limbo over how Ottawa's latest proposed tax changes will affect their livelihoods. While the federal Liberal government recently removed some of the controversial proposals tabled in July, there's still uncertainty around pending changes to income sprinkling and a cap on passive investments.

Brenda Bouw, October 26 2017

PDF text: Five Unanswered Questions About the Liberals' Proposed Small Business Tax Changes

Link: https://beta.theglobeandmail.com/report-on-business/small-business/sb-money/five-unanswered-questions-about-the-liberals-proposed-small-business-tax-changes/article36744194/?ref=http://www.theglobeandmail.com&

"Since the TFSA money is for the long-term—retirement—now’s the time for her to educate herself on investing and look at a strategy that she will understand and be comfortable with" says Vickie Campbell, a certified financial planner with Ryan Lamontagne in Ottawa . 

Chris Upton is 42 and looking for a simple investment strategy while she focuses on her business. Here’s what the pros suggest

Julie Cazzin, July 2017

Full text: A no-fuss TFSA

Financial Planning Seminars November 2017

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Our firm will be providing a series of planning seminars throughout the month of November. We will be discussing retirement planning as well as the complexities of family estate planning and how you can prepare yourself and your family to address these important financial subjects.

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Phone: (613) 596-3353
1565 Carling Avenue, Suite 602
Ottawa, Ontario, Canada K1Z 8R1

We have been providing financial services to Ottawa Professionals, Small Business Owners and Families since 1994. Give us a call today to discuss your financial objectives. We'd love to hear from you!