Wealth Management by Monica Weissmann in the news


We welcome journalists to contact Monica Weissmann, CFP, CIM, MEE for sources on personal finance, investment management, insurance coverage, estate and financial planning.

Get in touch for an answer on nearly any financial topic.




Canada's household imbalances intensifying

Wealth Professional / Mar 12, 2015

The latest debt-to-disposable income ratio hit a record 163.3 percent in the fourth quarter, up 60 basis points from Q3 according to new numbers from Stats Canada. 

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Snowbirds take a hit

Wealth Professional  /   Jan 22, 2015

Bank of Canada lowers overnight rate to 0.75%. Retirees spending time in Florida and Arizona this winter getting hit in the pocketbook. Are your clients prepared? Yesterday’s surprise cut knocked the Canadian dollar for an almost two-cent dip. The effects of this move are surely to be felt far and wide.

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