Our Insights
Dollars and Sense
Bring intentionality to your life and your finances. Dive into some knowledge and insights 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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Monthly Market Update - September 2021
Last Month in the Markets – September 1st – 30th, 2021: It was a difficult period for equities in North America and around the world last month.
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Retirement Planning - For Late Starters
Retirement planning is an inevitable stage in everyone's life. What determines whether you will be in a stable financial state during that period is how you have been able to save and invest during your active days.
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Monthly Market Update - August 2021
Last Month in the Markets – August 2nd – 31st, 2021: Overall it was a positive month for most Canadian investors. The broad-based North American equity indices rose, as did the All-Country World Index (ACWI), above.
Investments
Monthly Market Update - April 2021
If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.
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Federal Budget 2021
On Monday, April 19th the governing Liberals tabled the latest federal government budget. It was overdue by about two years but has finally been tabled by Finance Minister, Chrystia Freeland, for debate in parliament.
Investments
Monthly Market Update - May 2021
If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.
Investments
Monthly Market Update - March 2021
If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.
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How To Become Financially Independent
Becoming financially independent is the goal for many professionals, business owners and soon-to-be-retirees. It may be one of your goals as well.
Investments
Monthly Market Update - February 2021
If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.