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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.

How to Choose the Right Financial Advisor in Calgary: 7 Key Questions to Ask
How to find the right financial advisor in Calgary by asking key questions about experience, credentials, fees, and planning approach.
Published on
June 12, 2025
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Planning
Step 1: Identify Your Values and Vision
Imagine building a puzzle without knowing what the final picture will be. How much more difficult would that puzzle be? How much longer would it take for you to finish it?

Investments
Planning
Sequence Of Returns Matters
The primary purpose of retirement savings is to generate income. The rate of return earned, and the sequence of these rates of return, when withdrawals are made will determine how long a retiree’s portfolio will last.

Investments
Planning
Tax
TFSA Over-Contributions
The amount deposited into a Tax Free Savings Account (TFSA) is subject to a yearly contribution limit.

Investments
Planning
Tax
RRSP Basics 2025
As the North American society has moved away from employment-based pension plans everyone is responsible to save for their retirement, and Registered Retirement Savings Plan is a fundamental tool to save.

Investments
Planning
Tax
2025 Financial Numbers
The financial numbers and data you need in one place, summarized and simplified.

Investments
Monthly Market Update - March 2025
The most influential events affecting markets was the inauguration of President Donald Trump and his introduction of tariffs on imports into the United States. Tariffs that were initially described as measures to protect American jobs and security have caused equity markets to reverse their recent success

Investments
Monthly Market Update - February 2025
Equity performance during the second month of 2025 was weak.

Investments
Monthly Market Update - January 2025
Equity performance for the first month of 2025 was strong. The month included the inauguration of the 47th U.S. President, interest rate announcements, inflation and Gross Domestic Product data.
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Investments
Annual Market Update - 2024
Last Month in the Markets: December 2nd – 31st, 2024 : Last year was productive for equity investors.