Tara McDonald

Tara McDonald

Certified Financial Planner
Investment Representative

As a Financial Security Advisor, I’m passionate about helping my clients succeed at this crazy thing we call life. I use my love of numbers and my tenacity and drive to help clients create financial security plans that keep up with their lives. It’s rewarding to help clients understand not only the decisions they need to make about their finances, but why they need to be made.


I focus on working with families, business owners and professionals. I use a customized and holistic approach to understand each client’s goals and dreams before we begin building their plan together. Then I analyze their current situation to identify any opportunities. Finally, we work together to create a financial security plan tailored to the client’s needs, risk tolerance and goals. Finally, we’ll meet regularly to review their plan to ensure it continues to meet their changing needs. I help clients plan for their future, their goals and the unexpected. 


In 1997, I moved from Winnipeg to northwestern Ontario and my love of the outdoors and the simple life have kept me here ever since. When I’m not working, I’m enjoying lake life, fishing, boating, kayaking or simply sitting on the deck taking it all in. I keep active playing ladies’ fastball and hockey, hiking, downhill skiing, snowshoeing and snow machining. Basically, I’m living cottage life all year!

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Recent Posts

Designing your future paycheque: A smarter look at deferred compensation

Sep 16, 2025 - Date posted

To make the most of it, you need to understand how deferred compensation works – and how it fits into your broader plan....

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Corporate tax savings: Smart strategies to keep more money in your business

Sep 09, 2025 - Date published

It’s no secret – taxes can be complex. The good news? You have lots of options that can help lower your corporate tax expenses. ...

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Small business, big value: How to offer great benefits without breaking the bank

Sep 09, 2025 - Date posted

Attracting and keeping the right people is key to your success—but competing with large companies can be a challenge when it comes to salaries and perks. The good news? You don’t need a big-company budget to offer competitive benefits....

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