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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Unstoppable Journeys - Upcycling with Shawn Leggett

In this episode of Unstoppable Journeys, Shawn Leggett (Founder and President of GroundUp Eco-Ventures) shares with us a solution to the big problem of food waste and how looked at differently can be turned into valuable byproducts.

Unstoppable Journeys - Purpose Before Strategy With Mo Aladin

In this episode of Unstoppable Journeys, Mo Aladin (Founder of Peer Guidance) shares with us a solution to the problem that we often create for ourselves and how to get out of our own way by understanding purpose before strategy. 

Annual Market Update - Dec 2023

Last Month in the Markets: December 1st – 29th, 2023

Unstoppable Journeys - Reskilling In A Digital World With Tim Chan

In this episode of Unstoppable Journeys, Tim Chan (Co-Founder and Director of Untapped Energy) shares with us a solution to the problem of how to upskill and build up your data skills in a growing digital world.

Unstoppable Journeys - Become A Legend With Gair Maxwell

In this episode of Unstoppable Journeys, Gair Maxwell (best-selling author of Big Little Legends) shares with us a solution to the problem of how to differentiate and stand out in a crowded market.

Unstoppable Journeys - How To Think Differently With Jan Eden

In this episode of Unstoppable Journeys, Jan Eden (Think Differently Expert) shares with us a solution to the problem many Canadians have of being stuck in linear thinking and working in silos.

Monthly Market Update - November 2023

Last Month in the Markets: November 1st – 30th, 2023: The major North American indexes were led by the NASDAQ with a 10½ percent increase, the Dow and S&P 500 at nearly 9 percent, and the TSX delivered a very healthy gain of more than 7 percent.

Monthly Market Update - October 2023

Last Month in the Markets: October 1st – 31st, 2023: The 10th month of 2023 provided significant uncertainty and volatility.