Wealth Management Insights

Dollars and Sense

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

View All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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.

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.