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Browsing Category
Wealth Management
The Key Things to Consider Before you Retire
For the past 16 years, Melanie White Terry has been working through her financial advisory firm, Harbor Financial Group. Her clients are primarily busy and highly successful professionals or entrepreneurs that have comfortably broken the…
Why Work in Insurance?
Austin Newkirk began his insurance career at a local agency in his hometown of Toccoa, GA and later on transitioned to Country Financial for an expansion of opportunities. Currently a sales leader for the firm’s local office in Toccoa, his…
What Do I Need to Know About the Declaration of Solvency?
All directors and owners of a company should be aware of the declaration of solvency - particularly if considering solvent liquidation. The declaration of solvency must be submitted before claiming entrepreneurs relief through members…
Lycos Asset Management: Managing Portfolios in Canada
To learn about portfolio management in Canada, Finance Monthly hears from Constantine Lycos, the Founder and CEO of Lycos Asset Management Inc., a Vancouver-based firm offering investment management services to business owners and…
Financing the Future: Guaranteeing the Unexpected
The greatest problem that is holding back innovation within the renewable energy sectors is access to project capital. To explain the ins and outs of project funding and financial backing, this month Finance Monthly hears from David Hullah,…