Wealth Management Insights

Dollars and Sense

Live Intentionally. Be Unstoppable.
Explore Personal CFO insights on financial planning and wealth management.

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Monthly Market Update - November 2024

December 4, 2024
Last Month in the Markets: November 1st – 29th, 2024: The previous month concluded with the release of positive inflation news

Monthly Market Update - October 2024

November 4, 2024
Last Month in the Markets: October 1st – 31st, 2024: Record highs were set again for the TSX, S&P 500 and the Dow, and the NASDAQ almost achieved the same feat

Unstoppable Journeys - Redefining the Value of Arts with Alex Sarian

October 16, 2024
In this episode of Unstoppable Journeys, Alex Sarian (President & CEO of Arts Commons) shares with us a vision to redefine and share the value of arts.

Unstoppable Journeys - Shifting Your Mindset To Drive Results With Kevin Rempel

October 10, 2024
In this episode of Unstoppable Journeys, Kevin Rempel (President of Kevin Rempel & Associates) shares with us how to shift our mindset to drive results and embrace change.

Monthly Market Update - September 2024

October 9, 2024
Last Quarter in the Markets: July 1st - September 30th, 2024: The biggest news directly affecting markets was the Bank of Canada (BoC) and the Federal Reserve executing rate reductions.

Unstoppable Journeys - Improving Engagement, Retention, and Performance with Rick Timlick

September 10, 2024
In this episode of Unstoppable Journeys, Rick Timlick (CEO of Blaze Performance) shares with us how to improve engagement, retention, and performance by transforming organizational cultures.

Monthly Market Update - August 2024

September 3, 2024
Last Month in the Markets: August 1st – 30th, 2024: The month ended much better than it began.

Unstoppable Journeys - Upskill Your Organization With Dylan Lougheed

August 12, 2024
In this episode of Unstoppable Journeys, Dylan Lougheed (CEO at SAGA Wisdom) shares with us how to upskill organizations.

Unstoppable Journeys - Understanding Professional Liability Insurance with John Boone

July 25, 2024
In this episode of Unstoppable Journeys, John Boone (VP at Marsh Canada) shares with us what professional liability (E&O) insurance is and how it helps professionals and businesses manage risk.