Tara McDonald, Certified Financial Planner, Investment Representative

Tara McDonald, Certified Financial Planner, Investment Representative Passionate about helping families and business owners succeed at this crazy thing we call life.

Tara McDonald
Financial Security Advisor
Investment Representative
Quadrus Investment Services Ltd. I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withsta

nd these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes:
•Gaining a clear understanding of my clients’ goals and dreams
•Analyzing their situation and identifying gaps
•Building a financial security plan to help them achieve their short- and long-term goals
•Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs

Insurance products, including segregated fund policies, are offered through Canada Life, and Tara McDonald offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

09/05/2026

Top tips from Globe readers on how to introduce saving and budgeting at a young age. And one lesson on credit cards.

09/02/2026

No internet & 3G cellular calls for a walk in the forest & fairies 🧚 Mia’s not complaining. 🐾Life in

08/27/2026

Friction at the point of sale used to give us pause to reconsider our purchases. Today's retail systems are so efficient we need to impose a time-out on ourselves.

08/16/2026

Learn the signs of a "vacation hangover" and tips to ease the abrupt shift from relative freedom back into sustained attention, decision-making, and problem-solving.

08/15/2026

Students, newcomers, and anyone looking to improve their credit score can build a credit history by accessing credit and making regular, on-time payments.

Happy Friday! Enjoy your weekend.
08/14/2026

Happy Friday! Enjoy your weekend.

08/09/2026

Happiness in retirement often hinges on a retiree finding purpose, being flexible and enjoying relationships.

08/08/2026

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

08/08/2026

As we head into the weekend, we'd like to remind the public that a Restricted Fire Zone (RFZ) remains in effect across the Northwest Region and a small portion of the Northeast Region. No open air burning, including campfires, is permitted within the boundaries of an RFZ. You can find more details on what is and isn’t allowed within a Restricted Fire Zone at Ontario.ca/restrictedfirezones.

Outside the RFZ boundaries, Ontario's outdoor burning rules remain in effect. Outdoor fires may be started no earlier than two hours before sunset and must be extinguished no later than two hours after sunrise. Learn more at: ontario.ca/outdoorfirerules.

Be sure to check with your local municipality to determine whether a local fire ban is in effect.

08/07/2026

Owning a home comes with a long list of expenses that go beyond a monthly mortgage, whether that’s replacing an old roof, paying for home insurance or keeping up with climbing property taxes.

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Dryden, ON

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