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 - 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.
Published on
June 2, 2025
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Investments
Planning
Tax
TFSA Over-Contributions
The amount deposited into a Tax Free Savings Account (TFSA) is subject to a yearly contribution limit.

Investments
Planning
Tax
RRSP Basics 2025
As the North American society has moved away from employment-based pension plans everyone is responsible to save for their retirement, and Registered Retirement Savings Plan is a fundamental tool to save.

Investments
Planning
Tax
2025 Financial Numbers
The financial numbers and data you need in one place, summarized and simplified.

Investments
Monthly Market Update - March 2025
The most influential events affecting markets was the inauguration of President Donald Trump and his introduction of tariffs on imports into the United States. Tariffs that were initially described as measures to protect American jobs and security have caused equity markets to reverse their recent success

Investments
Monthly Market Update - February 2025
Equity performance during the second month of 2025 was weak.

Investments
Monthly Market Update - January 2025
Equity performance for the first month of 2025 was strong. The month included the inauguration of the 47th U.S. President, interest rate announcements, inflation and Gross Domestic Product data.
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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