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Blog

Hand holding a page with several charts on it
Jeff McDaid | Sep 15, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Hand holding a large bundle of balloons
Jeff McDaid | Sep 8, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Jeff McDaid | Sep 5, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Jeff McDaid | Sep 1, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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A couple working in their kitchen together
Jeff McDaid | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Jeff McDaid | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Jeff McDaid | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Jeff McDaid | Jul 18, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Jeff McDaid | Jul 14, 2022

First Time Investing for 20-Somethings

Investments
Savings

For many early 20-somethings that are freshly graduated and are now facing credit card and loan bills, the last thing on their mind is investments. Your new job

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Woman at university graduation.
Jeff McDaid | Jul 11, 2022

Financial Tips for Your First Paycheck

Finance
Savings

The moment that your first professional paycheck enters your bank account can be a euphoric experience. Finally you can trade in those frozen pizzas and

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Phone, clipboard, pen and paper on a desk.
Jeff McDaid | Jul 7, 2022

Investing Terms to Know

Investments

Taking control of your financial future is a pressure-filled process. You want to have confidence in what you are doing as well as an overarching plan, yet

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Male stretching on patio.
Jeff McDaid | Jul 4, 2022

7 Habits to become a Millionaire

Education
Investments
Lifestyle
Savings

The thought of being a millionaire feels like a distant, unattainable dream. The lingering self-doubt within the majority of us assumes those that are rich

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Oakville Office
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Oakville, ON  L6H 5S9

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Nobleton, ON  L0G 1N0

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P: 905-558-3070
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Mutual funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services including financial planning services are offered through Agora Inc. and Karen Okimi.

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