HeyJaredThink Smart with TMFG
Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of CI Assante Wealth Management Ltd.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 8, 2026
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- Jul 7, 2026
Latest episodes
Episode 372: Recession-Ready: The 14-Minute Financial Defence Plan (opens the original)
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Canada technically slipped into a recession over the winter of 2025 and pulled right back out of it. With tariff headlines still swinging back and forth, it's worth knowing what actually signals trouble versus what's just noise. In this episode of Think Smart with TMFG, we break down how to prepare for a recession: what the technical definition actually requires, why the stock market moves as a leading indicator rather than a warning sign after the fact, and how long recessions typically last co
Episode 371: CPP & OAS - Eligibility, Payment, and The Deferral Decision (opens the original)
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Only 36% of Canadians correctly understand that CPP payments increase the longer you wait to take them, and just 17% understand the same about OAS, according to a survey of 8,600 Canadians by Employment and Social Development Canada. In this episode of Think Smart with TMFG, Gabriel Zitoli, financial advisor, joins Mike today to discuss the difference between CPP and OAS, two benefits people often assume are the same thing. CPP is contribution-based, built from what you and your employer paid in
Episode 370: Is AI Changing What Your Business Is Worth? (opens the original)
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In the first episode of the Think Smart with TMFG Expert Advice subseries, we sit down with Peter McCarroll, CPA and founder of Fuel Accountants and The AI Accountant, to break down what's driving that split, how AI adoption is already reshaping business valuations, and why the businesses that started preparing years ago are pulling ahead now. We also dig into one of the sharpest shifts Peter's seeing: buyers aren't really buying businesses anymore; they're buying cash flow. A business that depe
Episode 369: The Sandwich Generation - Caring for Aging Parents and Grown Kids at the Same Time (opens the original)
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Right now, 1.8 million Canadians are raising their own kids and caring for aging parents at the exact same time, and Statistics Canada says it's most common for people right in the middle of their careers, not after they've retired. In this episode of Think Smart with TMFG, we unpack the sandwich generation: what it means to be squeezed between two generations at once, why it's becoming more common as adult kids stay home longer and parents live longer, and why so many Canadians in their prime e
Episode 368: Permanent Life Insurance: What It Is, Who It Fits Best, and More (opens the original)
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Most people stop thinking about life insurance the moment the mortgage is paid off and the kids are grown. For a lot of retirees, that's actually when it starts to matter in a completely different way. In this episode of Think Smart with TMFG, we sit down with Ingrid Kucera, financial advisor at TMFG and our resident insurance expert, to unpack permanent life insurance: what it actually is, how it's different from term coverage, and why it becomes such an important planning tool once you're sitt
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