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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Investments
Monthly Market Update - September 2021
October 4, 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.

Investments
Monthly Market Update - August 2021
September 2, 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 - July 2021
August 3, 2021
Last Month in the Markets – July 1st – 30th, 2021: The first month in the second half of 2021 has concluded. Overall the results were a continuation of the solid performance shown in preceding six months.

Investments
Monthly Market Update - May 2021
June 3, 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 - April 2021
May 3, 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
April 21, 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 - March 2021
April 1, 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 - February 2021
March 1, 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.