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.

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Why Working with a Discretionary Portfolio Manager in Calgary May Be Right for You

Discretionary portfolio managers in Calgary offer proactive, fiduciary investment management with integrated tax and retirement planning

Can You Retire with $2 Million in Calgary? A Smart Planning Guide

Is $2 million enough to retire in Calgary? Learn how far it goes, how to structure it, and how to retire confidently with guidance from a Calgary financial advisor.

Investing in Alternative Assets: What Calgary Investors Should Know

Alternative investments have a history of helping returns, income, and diversification for Calgary investors. Ideal for long-term, high-net-worth wealth management strategies.

How to Prepare for an Economic Downturn: Tips from a Calgary Financial Advisor

Prepare for economic downturns with guidance from a Calgary financial advisor. Build a cash buffer, rebalance investments, stay disciplined, and focus on long-term wealth management.

Can You Retire with $1 Million in Calgary? What You Need to Know

Wondering if you can retire with $1 million in Calgary? Learn how far your money will go, what lifestyle to expect, and how to plan a secure retirement with help from a Calgary financial advisor.

Calgary Investment Help: How to Get the Right Guidance for Your Financial Goals

Need investment help in Calgary? Discover how to find the right financial advisor, avoid common mistakes, and build a portfolio that fits your goals with expert financial guidance.

Monthly Market Update - June 2025

The month began positively for equity investors, and the first half of the month included some choppiness when economic indicators provided mixed signals.

How to Choose a Financial Advisor in Calgary: A Practical Checklist

Choosing a financial advisor in Calgary? Here’s a practical checklist to help you find the right fit — from qualifications to fees to communication style.

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.