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.
Monthly Market Update - May 2025
Just prior to the middle of May, the news that the U.S. and China had quickly arrived at a friendlier trade arrangement while continuing to negotiate a full tariff and trade treaty sent markets soaring.
Published on
June 2, 2025
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Unstoppable Journeys
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.
Investments
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.
Investments
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
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.
Investments
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
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.
Unstoppable Journeys
Unstoppable Journeys - LevelUp Your Career With Kindra Howard
In this episode of Unstoppable Journeys, Kindra Howard (Partner at Tricon Solutions) shares with us a solution to the problem of how to get to the next level of your career.
Investments
Monthly Market Update - February 2024
Last Month in the Markets: February 1st – 29th, 2024: It was another strong month for equity investors focused on North America.
Unstoppable Journeys
Unstoppable Journeys - Eliminating Single-Use Container Waste with John MacInnes
In this episode of Unstoppable Journeys, John MacInnes (Founder of Earthware Reusables Inc.) shares with us a solution to the problem of single-use containers pilling up in landfills.