Wealth Management Insights

Dollars and Sense

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

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Annual Market Update - Dec 2023

January 8, 2024
Last Month in the Markets: December 1st – 29th, 2023

Unstoppable Journeys - Reskilling In A Digital World With Tim Chan

January 5, 2024
In this episode of Unstoppable Journeys, Tim Chan (Co-Founder and Director of Untapped Energy) shares with us a solution to the problem of how to upskill and build up your data skills in a growing digital world.

Unstoppable Journeys - Become A Legend With Gair Maxwell

December 21, 2023
In this episode of Unstoppable Journeys, Gair Maxwell (best-selling author of Big Little Legends) shares with us a solution to the problem of how to differentiate and stand out in a crowded market.

Unstoppable Journeys - How To Think Differently With Jan Eden

December 4, 2023
In this episode of Unstoppable Journeys, Jan Eden (Think Differently Expert) shares with us a solution to the problem many Canadians have of being stuck in linear thinking and working in silos.

Monthly Market Update - November 2023

December 4, 2023
Last Month in the Markets: November 1st – 30th, 2023: The major North American indexes were led by the NASDAQ with a 10½ percent increase, the Dow and S&P 500 at nearly 9 percent, and the TSX delivered a very healthy gain of more than 7 percent.

Monthly Market Update - October 2023

November 6, 2023
Last Month in the Markets: October 1st – 31st, 2023: The 10th month of 2023 provided significant uncertainty and volatility.

Monthly Market Update - September 2023

October 5, 2023
Last Month in the Markets: September 1st – 29th, 2023: It was a difficult month for most investors as equities, the Canadian dollar and gold all lost value. The rising price of oil may have reduced the losses for the TSX, but on a broad-based basis a loss of more than 3½% for the month did not deliver the desired results.

Monthly Market Update - August 2023

September 5, 2023
Last Month in the Markets – August 1st - 31st, 2023: On a monthly basis North American equity indexes did not perform well, losing about 2%, and trimming year-to-date performance for the TSX and Dow to less than 5%.