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.
Monthly Market Update - April 2025
The difficult month for equities began with the announcement of tariffs by Donald Trump on April 2nd. Economic theory and history, should the tariff scheme be implemented as proposed, predicts that the U.S., Canadian and the global economy will likely fall into recession.
Published on
May 2, 2025
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Investments
Annual Market Update - 2024
Last Month in the Markets: December 2nd – 31st, 2024 : Last year was productive for equity investors.
Unstoppable Journeys
Unstoppable Journeys - Redefining the Value of Arts with Alex Sarian
In this episode of Unstoppable Journeys, Alex Sarian (President & CEO of Arts Commons) shares with us a vision to redefine and share the value of arts.
Investments
Monthly Market Update - November 2024
Last Month in the Markets: November 1st – 29th, 2024: The previous month concluded with the release of positive inflation news
Investments
Monthly Market Update - October 2024
Last Month in the Markets: October 1st – 31st, 2024: Record highs were set again for the TSX, S&P 500 and the Dow, and the NASDAQ almost achieved the same feat
Unstoppable Journeys
Unstoppable Journeys - Shifting Your Mindset To Drive Results With Kevin Rempel
In this episode of Unstoppable Journeys, Kevin Rempel (President of Kevin Rempel & Associates) shares with us how to shift our mindset to drive results and embrace change.
Investments
Monthly Market Update - September 2024
Last Quarter in the Markets: July 1st - September 30th, 2024: The biggest news directly affecting markets was the Bank of Canada (BoC) and the Federal Reserve executing rate reductions.
Investments
Monthly Market Update - August 2024
Last Month in the Markets: August 1st – 30th, 2024: The month ended much better than it began.
Unstoppable Journeys
Unstoppable Journeys - Upskill Your Organization With Dylan Lougheed
In this episode of Unstoppable Journeys, Dylan Lougheed (CEO at SAGA Wisdom) shares with us how to upskill organizations.
Unstoppable Journeys
Unstoppable Journeys - Improving Engagement, Retention, and Performance with Rick Timlick
In this episode of Unstoppable Journeys, Rick Timlick (CEO of Blaze Performance) shares with us how to improve engagement, retention, and performance by transforming organizational cultures.