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.

View All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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.

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.

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.

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 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.

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.

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.

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?”

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?”