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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Unstoppable Journeys
Unstoppable Journeys - Entrepreneurial Operating Systems with Chris McPhee
In this episode of Unstoppable Journeys, Chris McPhee (Professional EOS Implementor) shares with us a solution to the problem of how business owners can go from "good" to "great" by strengthening the 6 key components of their business.
Unstoppable Journeys
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
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.
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Investments
Monthly Market Update - January 2024
Last Month in the Markets: January 2nd – 31st, 2024: The month began with the S&P 500 hitting at new record high before settling downward as a strong U.S. jobs report cooled hopes for a Fed rate cut later in the month.
Unstoppable Journeys
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.
Investments
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
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.