Skip to main content
menu

GIC RATES

5 yrs  

4 yrs  

3 yrs  

2 yrs  

1 yr  


  • Home
  • Our Services
    • Investment Management
    • Planning & Insurance
    • Portfolio Review
    • Private Wealth
  • Meet the firm
    • Our Offices
    • Head Office
    • Western Canada Office
    • Compliance
    • Working With a CFP Professional
  • Insights and Commentary
    • Market Insights
    • Wealth Planning
    • News
  • Tools
    • Market Statistics
    • Online Life Insurance Quote
    • Online Travel Insurance Application/Quote
    • The Big Picture ®
  • FAQ
  • Contact
  • Book A Meeting
  • Client Login

Wealth Planning

Close up portrait of child giving two thumbs up
Jason De Thomasis | May 24, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Toddler standing at the bottom of a stone staircase
Jason De Thomasis | Feb 17, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Parent reading a book to their newborn child
Jason De Thomasis | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Jason De Thomasis | Dec 30, 2022

This Has Been a Test: Developing a Financial Plan You Can Stick With

Think back to December 2019. The economy was humming. Unemployment, interest rates, and infation were at historically low levels. But then what happened?
Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Jason De Thomasis | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
Family sitting at a table together for a holiday dinner
Jason De Thomasis | Nov 11, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Jason De Thomasis | Nov 1, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Jason De Thomasis | Oct 25, 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.
Read More
A black and white image of a couple laughing
Jason De Thomasis | Oct 18, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Jason De Thomasis | Oct 11, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Jason De Thomasis | Oct 4, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Jason De Thomasis | Sep 27, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Tweets by DeThomasWealth


 

Subscribe To Our Newsletter

De Thomas Wealth Management's communications are designed to keep our clients informed about the markets, economy, investing ideas and other useful knowledge to help achieve your financial goals.

* indicates required
 
 
 

Privacy and terms of use
Protection of personal information
Disclaimers
Complaints
Conflict of Interest 
Join De Thomas

Client login

             

© 2025 De Thomas Wealth Management All rights reserved.