Wealth Management Insights

Dollars and Sense

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

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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.

Unstoppable Journeys - Eliminating Single-Use Container Waste with John MacInnes

February 27, 2024
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.

Unstoppable Journeys - Entrepreneurial Operating Systems with Chris McPhee

February 12, 2024
In this episode of Unstoppable Journeys, Chris McPhee (Professional EOS Implementor) shares with us a solution to the problem of how business owners can go from "good" to "great" by strengthening the 6 key components of their business.

Monthly Market Update - January 2024

February 5, 2024
Last Month in the Markets: January 2nd – 31st, 2024: The month began with the S&P 500 hitting at new record high before settling downward as a strong U.S. jobs report cooled hopes for a Fed rate cut later in the month.

Unstoppable Journeys - Upcycling with Shawn Leggett

January 30, 2024
In this episode of Unstoppable Journeys, Shawn Leggett (Founder and President of GroundUp Eco-Ventures) shares with us a solution to the big problem of food waste and how looked at differently can be turned into valuable byproducts.

Unstoppable Journeys - Purpose Before Strategy With Mo Aladin

January 18, 2024
In this episode of Unstoppable Journeys, Mo Aladin (Founder of Peer Guidance) shares with us a solution to the problem that we often create for ourselves and how to get out of our own way by understanding purpose before strategy.