Our financial planners have been quoted in the following media:
Marc Lamontagne, CFP, a founding partner at Ottawa-based Ryan Lamontagne Inc. agrees and says retirees often spend more in their early years away from the 9 to 5 work environment. “It’s the initial excitement of retirement, but then as they get older they spend less. It’s helpful to walk people through the various stages to find out how much they will actually need,” he says.
Financial Planning Standards Council - December 7, 2017
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
"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
In a budget notable for its lack of big-ticket tax changes, we find all the reasons you should still care about what the Liberal plan means for you and your family
Julie Cazzin and Vickie Campbell, March 2017
Full text: 2017 Federal Budget
Certified Financial Planner Marc Lamontagne appears on CTV Morning Live Ottawa to share 5 need to know tax changes
CTV Morning Live Ottawa, Henry Burris
March 6th, 2017
Full Video: CTV Morning Live: 5 Need to know Tax Changes
