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 - 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.

Monthly Market Update - June 2024

July 3, 2024
Last Month in the Markets: June 3rd – 28th, 2024: Markets were mixed over the course of last month.

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.