Duane Francis

The Francis Forum brings you financial news from the desk of Duane A. S. Francis, Investment Advisor with Mandeville Private Client Inc.

[Duane Francis @FrancisForum]

Join us to discuss Tax Strategies to Enhance Wealth Planning. We'll speak to strategies, look at ways to create wealth and reduce taxes.
Thurs, Feb 27, 2025
Location: 1545 Carling Ave, Main Floor or via Live Stream
Time: 6:30 – 7:30 p.m.(EST)
Sign up here: https://t.co/lqULDeARxD

[Duane Francis @FrancisForum]

We are honoured at Capital Wealth Partners and Mandeville Private Client Inc. to have been nominated for “Ottawa’s Best Wealth Management Firm” for 2025.
Cast your vote once a day through the Faces Magazine website linked: https://t.co/gGBaedNXfp.
Thank you for your support!

[Duane Francis @FrancisForum]

🌟 RRSP Contribution Deadline Reminder!

The deadline to contribute to your RRSP for 2024 is fast approaching!

Make sure to maximize your tax benefits and save for your future before March 3, 2025.

#RRSP #TSFA #RESP #RRSPReminder #TaxSavings #Reminder @FrancisForum

[Duane Francis @FrancisForum]

In this week’s episode of Duane Explains, we’re diving into an essential, yet often overlooked, aspect of investing: #Liquidity.

https://t.co/9AZuSeZPvf

[Duane Francis @FrancisForum]

In this week’s episode of Duane Explains, we’re diving into a topic that’s critical for both institutions and individual #investors: #tax minimization and how to make the most out of your yearly tax returns.

https://t.co/r1AulU1MfS

[Duane Francis @FrancisForum]

In this week's episode of Duane Explains, I’ll show you why focusing on capital preservation, through disciplined #investing and minimizing risk, is key to navigating volatile markets and seizing opportunities when they arise.

https://t.co/9OnzTtx3Pu

#finance101 #investing

[Duane Francis @FrancisForum]

📈 Shared #Investment #Goals for All Investors: Capital Preservation, #Growth, #Income, Tax Efficiency, and #Liquidity: https://t.co/o4KJuwIDVv

[Duane Francis @FrancisForum]

This week's 'Duane Explains' takes a special turn as I'm thrilled to introduce a special guest—my son, Cole Francis.

In today’s episode, we tackle a topic that resonates with many young Canadians: key considerations before purchasing your first home.

https://t.co/UNCW0FFIz9

[Duane Francis @FrancisForum]

Are you on track with your retirement plans? Tune in to gain valuable tips and start taking control of your future today ⬇️

https://t.co/SCvgnDzVpP

#Retirement #RetirementPlanning

[Duane Francis @FrancisForum]

This week, we’re diving deep into three powerful financial tools that can significantly enhance your personal finance strategy: the Tax-Free Savings Account (TFSA), the Registered Retirement Savings Plan (RRSP), and the First Home Savings Account (FHSA). https://t.co/6lhAfDam6I

[Duane Francis @FrancisForum]

As we navigate the complexities of financial planning, today's focus is on two pivotal tools to secure your child's future: the Registered Education Savings Plan (RESP) and the 'In Trust For' (ITF) account.
📹https://t.co/aiBEIBhowK

#Finance101

[Duane Francis @FrancisForum]

Welcome back to Duane Explains, where education fuels wealth creation!

Today, we're looking at the fifth step to achieving financial independence: adhering to the 5 laws of wealth creation. 💵
https://t.co/ekxLlmHNrL

#finance101 #moneymanagement #financialeducation

[Duane Francis @FrancisForum]

Welcome back to Duane Explains, where education fuels wealth creation!

Today, we're diving into the fourth step to achieving financial independence: paying yourself first. 💰https://t.co/AUNrTulNBY

[Duane Francis @FrancisForum]

Welcome back to Duane Explains, where education fuels wealth creation.

Today, we're diving into Step #3 to achieving financial independence: Harnessing Other People's Money (OPM).

https://t.co/TGjj51FtSw

[Duane Francis @FrancisForum]

Welcome back to Duane Explains, where education fuels wealth creation. 💰 This week, we delve into the second step to achieving financial independence: Leveraging Other People's Brains. 🧠https://t.co/QmPONVeqXx

[Duane Francis @FrancisForum]

Ready to take the first step toward financial independence? This week's episode of Duane Explains dives into the first step: quantifying your financial goals. 🎯 https://t.co/4OTgataeKz

[Duane Francis @FrancisForum]

I launched my series “Duane Explains” with the aim of enhancing financial literacy in our community. In this next segment, we’ll explore the five steps to financial independence, starting with the first step: quantifying your financial goals.
https://t.co/vr8ca6CIj2

[Duane Francis @FrancisForum]

📽 On this week’s episode of Duane Explains, we’re diving into essential tax tips fresh out of tax season! https://t.co/hoHJZ6bwWW

[Duane Francis @FrancisForum]

🎥 Are you feeling like you're in a financial hole and can't see a way out? You're not alone. But what if I told you that managing your debt could be the first step towards financial freedom?
https://t.co/KmqB3kxorj

#finance101 #debtmanagement #Finance #financialtools

[Duane Francis @FrancisForum]

Credit, in simple terms, is your financial trustworthiness. But how do you build a good credit score?

🔍 Dive into the world of credit navigation with me in this week's episode of "Duane Explains."

https://t.co/TTDyGwclRt