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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Monthly Market Update - May 2024

June 3, 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. 

Unstoppable Journeys - Design Your Life With Jamie Smith

May 28, 2024
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 - April 2024

May 6, 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

May 1, 2024
In this episode of Unstoppable Journeys, Alain Pelletier (Professional Speaker) shares with us a solution to the problem of bullying.

Unstoppable Journeys - Personal and Professional Growth with Tyler Nicholetts

April 29, 2024
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 - LevelUp Your Career With Kindra Howard

April 17, 2024
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.

Monthly Market Update - March 2024

April 1, 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

April 1, 2024
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.

Monthly Market Update - February 2024

March 4, 2024
Last Month in the Markets: February 1st – 29th, 2024: It was another strong month for equity investors focused on North America.