Wealth Management Insights
Dollars and Sense
Live Intentionally. Be Unstoppable.
Explore Personal CFO insights on financial planning and wealth management.
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Investments
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.

Investments
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
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.

Investments
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
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
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
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.

Investments
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
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.
