About To Fee Or Not To Fee

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at (613) 596-3353 ext. 108, toll free at (800) 304-7180, or
marc@tofeeornottofee.com for more information, for professional services, or to book a speaking engagement.

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More articles Marc has been quoted in:

Second marriages add complexity to financial planning, Canadian Press, July 2006, by James Stevenson

Higher tuition costs demand tough strategies, Investment Executive, June 2006, by Wendy Cuthbert

Group education plans come under fire, Investment Executive, June 2006, by Wendy Cuthbert

Before you waltz down the aisle: take stock of your finances and goals, The Province, June 2006

Advice for lottery winners: Chill out, Toronto Star, April 2006, by Ellen Roseman

Field interview with Marc Lamontagne, TD Performance Magazine, April 2006, by Kevin Nishmas

Cash for Life winner calculates his golden future, Ottawa Citizen, March 2006, by Dave Rogers

The real estate debate: boom or bubble?, Advisor.ca, March 2006, by Steven Lamb

Book: New Frontiers of Research in Retirement, edited by Leroy Stone, Statscan, February 2006, Marc Lamontagne co-authors the concluding chapter

Tax workers, not retirees, Financial Post, February 2006, by Jonathan Chevreau

Pension options when you're shown the door: Choosing between cash or monthly payments isn't easy, National Post, December 2005, by Lynn Biscott

Switching to a fee-based practice - Author argues that advisors who want respect for their advice should ask clients to pay for it, Investment Executive, November 2005, by George Hartman

Quit the rate race on your own terms, The Globe and Mail, October 2005, by Kevin Marron

Fee-based planning is on the rise, Toronto Star, October 2005, by Ellen Roseman

Conference planning: Your guide to the spring's major industry events, Advisor.ca, April 2005, ADVISOR Staff

SHIRKING RESPONSIBILITY The perils and pitfalls of outsourcing due diligence and suitability, Advisor's Edge, April 2005, by DARIN DIEHL

A tale of two cities: Why Gatineau trumps Ottawa for cost of living The Ottawa Citizen, Saturday, April 2005, Byline: Dave Rogers

Portus: Reputational Risk, Advisor's Edge, March 2005, by Scot Blythe

Managing debt with a line of credit, Manulife Investments WealthStyles, 2005

Advisors cautious as fund probe marches on, Advisor.ca, September 2004, by Doug Watt

CFP™ AMBASSADORS: ALL FOR ONE... FPSC Bulletin, Spring 2004

Planners participate in radio campaign, Advisor.ca, March 2004, by Doug Watt

Advisors cringe at the term "RRSP season", Advisor.ca, February 2004, by Steven Lamb

"Experts on call" CFRA Radio talk show aired January 2004

Round-table discussion: From Data to Practice, What’s Working and What Needs to be Fixed? SYMPOSIUM ON NEW ISSUES IN RETIREMENT, September 2003

Time is expiring for baby boomers who want to retire sooner rather than later Advisor's Edge, July 2003, By Deanne N. Gage

Fighting the fear factor: Don't let today's uncertain times take you off track, investment advisers say. Focus on your long-term goals. The Ottawa Citizen, February 2003, Byline: Kristin Goff

Managers of technology-oriented labour-sponsored venture funds merge, The Canadian Press, January 2003, by David Paddon

Making the best of severance: Ottawa experts tell Kristin Goff what to do when you lose your job. The Ottawa Citizen, August 2001, Byline: Kristin Goff

Women and investing, Molchan Financial, by Shari Molchan

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