Our Insights
Dollars and Sense
Live and plan with intention. Explore expert insights on financial planning and wealth management - directly from our Founder and Personal CFO.

Top Investment Firms in Calgary: What Sets the Best Apart
Looking for the top investment firms in Calgary? Discover what sets the best apart in terms of service, transparency, and results for your long-term financial success.
Published on
June 30, 2025
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Investments
Investment Advisor in Calgary: What They Do & How to Choose One
Looking for an investment advisor in Calgary? Learn what they do, how they differ from financial planners, and how to choose the right one for your investment portfolio.

Investments
Fee-Only Financial Advisors in Calgary: Are They Worth It?
Curious about working with a fee-only financial advisor in Calgary? Here’s what it means, how it compares to commission models, and why it could save you thousands.

Planning
Investments
Best Financial Advisor in Calgary: What to Look For
Looking for the best financial advisor in Calgary? Here’s how to evaluate experience, fees, and trust to find the right fit for your financial goals.

Retirement
Planning
Investments
Top 5 Retirement Investing Mistakes for Canadians – Tips from a Calgary Financial Advisor
Avoid common investing mistakes like chasing returns, poor tax planning, and no withdrawal strategy to retire confidently in Canada. Get expert help from a Calgary financial advisor.

Retirement
Planning
Retirement Planning in Calgary: What Every Professional Needs to Know
Calgary professionals: Learn how to retire confidently with tax-smart strategies, CPP/OAS timing, and personalized planning from a local financial advisor.

Planning
Investments
How to Choose the Right Financial Advisor in Calgary: 7 Key Questions to Ask
How to find the right financial advisor in Calgary by asking key questions about experience, credentials, fees, and planning approach.

Investments
Monthly Market Update - May 2025
Just prior to the middle of May, the news that the U.S. and China had quickly arrived at a friendlier trade arrangement while continuing to negotiate a full tariff and trade treaty sent markets soaring.

Personal CFO
Investments
Why Canadian Investors Are Turning to Private Real Estate
The question Canadians should be asking, “Why isn't private real estate part of my investment strategy?”

Personal CFO
Investments
What Are Alternative Investments? Smarter Wealth Building in Canada
The question Canadians should be asking, “Why aren’t alternative investments part of my investment strategy?”