Our Daughter Found a House… Should We Give Her the Down Payment? | Financial Rundown, EP. 8

Written by
CJ Stevens, CFP®
Published on
June 3, 2026
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In this episode of Financial Rundown (shot on May 8, 2026), Maddy and CJ talk through what Canadians should actually be focusing on now that tax season has wrapped up.From setting up your CRA account and revisiting your spending habits, to retirement income realities and helping adult children buy their first home, this episode is all about the financial conversations happening behind closed doors right now.We break down why financial planning is not about restriction or guilt, how retirement spending changes over time, and the important conversations families should have before simply writing a cheque for a down payment.This is a practical, real-world discussion about aligning your money with your values, adapting your plan as life changes, and making thoughtful decisions instead of reactive ones.

This article was prepared by CJ Stevens and Jerry Kallitsis who are both mutual fund representatives with Investia Financial Services Inc. This is not an official publication of Investia Financial Services Inc. The views expressed in this article are those of the author alone, and are not necessarily those of Investia Financial Services Inc. The content is for informational purposes only, you should not construe any such information as legal, tax, investment, financial or other advice. All content on this site is information of a general nature and does not address the circumstances of any particular individual or entity.
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