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Wealth Planning

Elderly woman and grandchild having dinner together
Jason De Thomasis | Apr 8, 2021

The Difference Between Old Age Security and The Canada Pension Plan

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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Jason De Thomasis | Apr 8, 2021

Money Management Principles for Children

Savings
Education
Children
Management

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

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Senior couple in a meeting with a financial professional
Jason De Thomasis | Apr 5, 2021

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
Jason De Thomasis | Mar 31, 2021

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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Businessman using a laptop and smartphone
Jason De Thomasis | Oct 1, 2020

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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Jason De Thomasis | Sep 1, 2020

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Yellow Volkswagen van on road in desert
Jason De Thomasis | Aug 3, 2020

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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Jason De Thomasis | May 15, 2020

Coronavirus Lessons: Why Diversifying Your Portfolio is Important

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also

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Jason De Thomasis | May 15, 2020

Investing in the Wake of COVID-19

Investments

Intro

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In

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Jason De Thomasis | May 15, 2020

What are the benefits of Diversifying my Investments?

Investments

 

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and

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