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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 - Understanding Professional Liability Insurance with John Boone

In this episode of Unstoppable Journeys, John Boone (VP at Marsh Canada) shares with us what professional liability (E&O) insurance is and how it helps professionals and businesses manage risk.

Monthly Market Update - June 2024

Last Month in the Markets: June 3rd – 28th, 2024: Markets were mixed over the course of last month.

Unstoppable Journeys - Personal and Professional Growth with Tyler Nicholetts

In this episode of Unstoppable Journeys, Tyler Nicholetts (Tyler Nicholetts Coaching) shares with us a solution to the problem of to get unstuck and achieve your personal and professional goals.

Unstoppable Journeys - Design Your Life With Jamie Smith

In this episode of Unstoppable Journeys, Jamie Smith (Co-Founder and CEO of Amplify Advisors) shares with us a solution to the problem of getting unstuck and designing your own life.

Monthly Market Update - May 2024

Last Month in the Markets: May 1st – 31st, 2024: Equity indexes performed well during the first half of the month, before leveling-off and in some cases dropping before month’s end. 

Monthly Market Update - April 2024

Last Month in the Markets: April 1st – 30th, 2024: While delivering 2% negative returns, Canada’s TSX managed to fare slightly better last month than U.S. equity indexes.

Unstoppable Journeys - Solving Bullying With Alain Pelletier

In this episode of Unstoppable Journeys, Alain Pelletier (Professional Speaker) shares with us a solution to the problem of bullying.

Monthly Market Update - March 2024

Last Month in the Markets: March 1st – 29th, 2024: Despite its 31-day length, the observance of Good Friday, had the 2024 version of March with just 20 trading days in Toronto and New York.

Unstoppable Journeys - Marketing and Messaging with Tara McLaughlin

In this episode of Unstoppable Journeys, Tara McLaughlin (CoFounder and CEO of Paper Crane) shares with us a solution to the problem of how to connect with your clients through branding and messaging.