Marylou Heenan RRC, CCS
Financial Advisor
Working with you to achieve your goals and dreams
Well-Advised Newsletter
Well-Advised Newsletter
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Does it pay to renovate?
June 18, 2020 • Lifestyle
Can you guess which two rooms you can renovate to bring the highest return on investment? The answer is here, along with other helpful information about the financial side of home renovation.
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The COVID-19 Pandemic – Where Are We Now?
June 02, 2020 • Portfolio Construction
As markets begin to stabilize and economies slowly reopen, the CI Multi-Asset Management team takes a look back at how markets have reacted through the COVID-19 pandemic and what lays ahead for their portfolio positioning strategies.
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Estate Planning During COVID-19
May 22, 2020 • Estate Planning
The current COVID-19 pandemic has resulted in many pausing to reflect on their estate and incapacity planning. Here’s what you need to know.
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Beware the Ides of March
May 08, 2020 • Portfolio Construction
The fiscal and monetary policy actions announced over the past few weeks have been crucial to supporting individuals and businesses, but the long-term impact on central banks and financial markets could be just as significant.
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Help Flatten the Curve by Going Paperless with Assante InvestorOnline
April 10, 2020 • Technology, Security
Even with our office closed, finding convenient and secure solutions for sharing confidential communications and documents about your account with you is my priority.
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Market Disruptions – Then and Now
April 07, 2020 • Portfolio Construction
Looking at three different market disruptions in recent history, CI Multi-Asset Management demonstrates how and why markets reacted as they did, and what this can tell us about the current coronavirus pandemic.
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How to choose the method of making a charitable gift
March 26, 2020 • Estate Planning
Making smaller cash donations is straightforward. But making a large charitable gift involves an almost overwhelming number of donation methods. We’ve got a way to simplify your choices.
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What’s your retirement personality?
March 26, 2020 • Retirement Planning
Imagining that you’re travelling the world or opening a charming bed and breakfast might sound like a wonderful daydream. Find out why it’s also a practical retirement planning exercise.
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When should you open a RRIF?
March 26, 2020 • Retirement Planning
It’s all about the tax. Find out why opening a Registered Retirement Income Fund (RRIF) either during your 60s or at age 71 can provide a tax break now or save tax over the long term.
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When a family member needs special care
March 26, 2020 • Financial Planning
Do you have a child with special needs or a spouse or parent with an illness or disability? While you devote so much extra time providing care, we can help out with the financial aspect of care.
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