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Ian Mooney
Jan 6, 20236 min read
Group RRSP, Deferred Profit Sharing Plan (DPSP), Pensions
Should You Join Your Company Group RRSP? So, you’ve recently started a new job and now you need to make a decision about signing up for...
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Tammy Dorais
Sep 20, 20223 min read
Back To School Stresses.
The summer is coming to an end and kids are back at school, for many households its bittersweet. The stresses of getting supplies,...
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Tammy Dorais
May 18, 20223 min read
A story of Gratitude.
I’ve taken up meditation. It’s been almost 5 months now. It’s something I never thought of doing but a friend of mind, thank you...
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Tammy Dorais
May 10, 20224 min read
TFSA or RRSP. What will suit you best?
Clients often ask me where should I put my money? Into a RRSP or TFSA? The answer is simple. Take advantage of both. These accounts...
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Tammy Dorais
May 4, 20224 min read
Market news causing you to lose sleep at night?
With everything that’s going on in the news today the media may cause investors to react emotionally and lose site of the bigger picture...
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Tammy Dorais
Apr 25, 20224 min read
The Value of Setting Great Investment Habits
Setting great habits into your daily are always a great start to your day. You know, drink more water, exercise more, meditate. Good...
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Tammy Dorais
Apr 19, 20223 min read
The Alphabet Soup of Fund Codes - F Series Explained
This weekend I’ve read a few great articles on the “Alphabet Soup” of Fund codes. How could a regular investor understand what all these...
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Ian Mooney
Feb 4, 20222 min read
We're Hiring!
McLeod Mooney Financial Planning Inc. has an exciting opportunity for you! Join our fun, positive, and friendly workplace. We are a...
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ianmooney
Aug 17, 20211 min read
We're Exhibiting!
We are very excited to be exhibiting at the "Upside of People" #HRCONF2021 CPHR BC & Yukon and https://cphrbc.ca/conf2021. Hope to see...
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ianmooney
Jan 13, 20214 min read
Following the Capital Accumulation Plan Guidelines: Corporate Liability for Group RSP's
Does your organization offer employees Group Retirement Savings Plans (Group RSP) or Defined Contribution Pension Plans? While it’s a...
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Ian Mooney
Nov 26, 20201 min read
Give the Gift of Education
Join us December 12th, 2020 at 10:00am for an informative Zoom session on Registered Education Savings Plans. This 30 minute session...
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