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Wealth Planning

Desk&Plant
Jason De Thomasis | Jan 11, 2022

Benefits and Risks of Purchasing Investment Property

Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but

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Real Estate Investment
Jason De Thomasis | Jan 7, 2022

Are You Ready to Purchase Investment Property?

Real Estate

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you

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beach retirement
Jason De Thomasis | Jan 6, 2022

Start Saving for Retirement Today

Retirement

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social

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credit-rating
Jason De Thomasis | Jan 4, 2022

Eight Ways to Improve and Maintain a Good Credit Score

Credit
Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job
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Jason De Thomasis | Dec 28, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Jason De Thomasis | Dec 21, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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piggy-bank
Jason De Thomasis | Dec 14, 2021

Top 15 Money Management Tips

Lifestyle

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start

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Jason De Thomasis | Dec 7, 2021

The Canada Pension Plan in 2022

Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
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ceramic-piggy-bank
Jason De Thomasis | Nov 30, 2021

Easy Ways to Financial Health

Lifestyle

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck

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Stock-image
Jason De Thomasis | Nov 23, 2021

New Home Financing Checklist

Finance
Property
Estate Planning

While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat

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Cards-wallet
Jason De Thomasis | Nov 16, 2021

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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An exit sign in a modern office building
Jason De Thomasis | Nov 9, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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