For wherever your life takes you – Canada Life

 

 

Tara McDonald

Financial Security Advisor
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!  

Recent posts

Socially responsible investing

Oct 22, 2021 - Canada Life

You’re passionate about social and environmental issues and you want your investment portfolio to match your values....

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Free workplace mental health resources from Canada Life

Oct 15, 2021 - Canada Life

Since 2007, through Workplace Strategies for Mental Health, Canada Life has provided evidence- and practice-based tools and resources to all Canadians, at no cost....

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The benefits of responsible investing

Oct 01, 2021 - Canada Life

Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...

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Nine answers to your questions about the Canada child benefit

Sep 15, 2021 - Canada Life

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

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