Marylou Heenan

Gardens remind me of short-term goals come fall, the delightful memory of seeing tulip or lily shoots come up in the garden in the spring spurs you on to plant more bulbs for the next spring. Make growing your financial garden to its utmost a family project. Teach your children how they too can save for a special gift or treat. You’ll be sowing seeds that bear fruit for generations to come. Read "How Does Your Garden Grow" in my latest newsletter https://conta.cc/33aybvU.

I was recently browsing the internet looking for mother’s day gifts and found everything from the absurd to the practical! (Personal opinion.) Check out my picks in my latest newsletter: https://conta.cc/33aybvU.

CI Global Asset Management and CI Assante Wealth Management Selected as Finalists in Eight Categories for the 2021 Wealth Professional Awards

I was recently browsing the internet looking for mother’s day gifts and found everything from the absurd to the practical! (Personal opinion.) Check out my picks in my latest newsletter: https://conta.cc/33aybvU.

The #2021federalbudget was tabled on April 19 and includes important updates around COVID-19 spending, deficits and more. See what the changes could mean for you with our Wealth Planning Group's Federal Budget Commentary:

If, like me, you are dreaming of travelling again when it is safe to do so, you’ll want to read this blog on sustainable travel in Ireland. Thank you Leila Lavaee, Chief Travel Designer for your tips on where to stay and what to do to keep our carbon footprint low. #traveladventure #sustainabletravel #ChiefTravelDesigner #Ireland

From electric cars to wastewater management, sustainable agriculture, and renewable energy, there are a myriad of businesses finding solutions to environmental problems. As small investors, we can help spur the changes by moving assets to these types of funds. Contact me to discuss how we can include impact investing in your portfolio https://www.assante.com/advisors/marylouheenan. #impactinvesting #investingstrategy #assantecapitalmanagement

This year marks the 10th anniversary of Financial Literacy Month, promoted by The Financial Consumer Agency of Canada. Browsing their website, I see articles related to making a budget, setting aside emergency funds and minimizing debt. These are all aspects of my advice to clients on the skills and knowledge that allow them to make informed and effective decisions with all of their financial resources. Read more on my blog, "Just Good Advice" https://justgoodadvice.ca/november-is-financial-literacy-mo. Browsing the website for Financial Literacy Month, I see articles related to making a budget, setting aside emergency funds and minimizing debt. These are all aspects of my advice to clients on the skills and knowledge that allow them to make informed and effective decisions with all of their financial resources.

When it comes to planning and saving for retirement, the earlier the better, many of the surveyed agreed the sooner the better. #savings

I’ve been enjoying reading The Mindful Athlete Secrets to Pure Performance by George Mumford, a meditation coach who has worked with many of the top players in the NBA. George shares his wisdom on being focused on the moment before us - useful in all areas of life from sports to business to money management. This is a great read if you want to be more conscious of the choices you make. #themindfulathlete #georgemumford #moneymanagement #greatreads

When should you review your estate plan? Here are four scenarios that are reason to review your estate plan.

I'll miss you Alex, along with millions of others. RIP.

Winter may prove difficult for many in the Canadian workforce as employers are projecting additional salary freezes ahead due to the COVID-19 pandemic

I find using KOHO makes managing my weekly spendable budget very easy.

Spritzers after all are half ice and sparkling waterso the wine has to offer a whack of flavour to hold up

Suggestions for REIT investments that may be more stable than others.

Although Michael was half-joking when he called compound interest overrated, I think the nature of compounding makes it even more important for young people to start saving as soon as possible

The speech also highlighted the particular burdens Canadian women have taken on during the pandemic.