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Blog

Students looking at a laptop
Jeff McDaid | Mar 7, 2022

Should My Child Go Back to College This Fall?

Education
Finance

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to

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Yellow Volkswagen van on road in desert
Jeff McDaid | Mar 3, 2022

Using the FIRE Movement to Gain Financial Independence 

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Businessman using a laptop and smartphone
Jeff McDaid | Feb 28, 2022

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Happy couple looking at a calculator
Jeff McDaid | Feb 24, 2022

The Benefits of Tax-Free Savings Accounts

Savings

Since 2009, Canadians ages 18 and older have had the benefit of contributing to a tax-free savings account (TFSA). The introduction of TFSAs marked an important

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Vintage white car with tan interior
Jeff McDaid | Feb 21, 2022

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Family with two children making breakfast
Jeff McDaid | Feb 17, 2022

How to Use Your Registered Retirement Savings Plan to Purchase a Home

Retirement
Buying a home can be overwhelming, especially when thinking about how to afford a down payment. The good news is, as a Canadian resident, you have some options
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Happy couple sitting in a park with their dog
Jeff McDaid | Feb 14, 2022

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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A folder with the word "TAXES" on it. There is various stationery scattered around the folder.
Jeff McDaid | Feb 10, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Senior couple in a meeting with a financial professional
Jeff McDaid | Feb 7, 2022

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Row of townhomes
Jeff McDaid | Feb 3, 2022

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Elderly woman and grandchild having dinner together
Jeff McDaid | Jan 31, 2022

The Difference Between Old Age Security and The Canada Pension Plan

Retirement
You may be familiar with some of the federal retirement programs available, but do you really know the differences between them?
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Businesswoman looking at her phone
Jeff McDaid | Jan 27, 2022

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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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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