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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Weekly Market Update - November 9-13, 2020

Do you have questions about investment management, financial planning, or other financial priorities? Schedule a 15 minute introduction call to explore your options by clicking the button below.

What Does It Mean To Diversify?

Diversification is a concept that the majority of investors understand on some level. It makes sense to not put all your eggs in one basket, but diversification is more than just investing in more than one fund or stock. Diversification is the basis of modern portfolio theory and it is an essential risk management tactic that every investor should be utilizing. Here’s how it works:

Weekly Market Update - November 2-6, 2020

Do you have questions about investment management, financial planning, or other financial priorities? Schedule a 15 minute introduction call to explore your options by clicking the button below.

Monthly Market Update - October 2020

Do you have questions about investment management, financial planning, or other financial priorities? Schedule a 15 minute introduction call to explore your options by clicking the button below.

Weekly Market Update - October 19-23, 2020

Do you have questions about investment management, financial planning, or other financial priorities? Schedule a 15 minute introduction call to explore your options by clicking the button below.

Weekly Market Update - October 12-16, 2020

Do you have questions about investment management, financial planning, or other financial priorities? Schedule a 15 minute introduction call to explore your options by clicking the button below.

TFSA or RRSP?

Whether you should invest in a Tax Free Savings Account (TFSA) or a Registered Retirement Savings Plan (RRSP) is a question that affects almost every investor, regardless of age or amount of savings.

Weekly Market Update - October 5-9, 2020

Do you have questions about investment management, financial planning, or other financial priorities? Schedule a 15 minute introduction call to explore your options by clicking the button below.

MRG Perspectives - Fall 2020

As we move into the autumn, there seems little doubt that 2020 will be a year we will remember for a long time. Against all the challenges and difficulties, we will also remember incredible stories of resilience. The resilience of front-line workers, especially in our health care system, the resilience of our families living through lockdown and home schooling, and even the surprising resilience of our economy which has absorbed an historic amount of shock.