Wealth Management Insights
Dollars and Sense
Live Intentionally. Be Unstoppable.
Explore Personal CFO insights on financial planning and wealth management.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Investments
Monthly Market Update - March 2025
April 7, 2025
The most influential events affecting markets was the inauguration of President Donald Trump and his introduction of tariffs on imports into the United States. Tariffs that were initially described as measures to protect American jobs and security have caused equity markets to reverse their recent success

Investments
Monthly Market Update - February 2025
March 3, 2025
Equity performance during the second month of 2025 was weak.

Investments
Monthly Market Update - January 2025
February 6, 2025
Equity performance for the first month of 2025 was strong. The month included the inauguration of the 47th U.S. President, interest rate announcements, inflation and Gross Domestic Product data.
.webp)
Investments
Annual Market Update - 2024
January 9, 2025
Last Month in the Markets: December 2nd – 31st, 2024 : Last year was productive for equity investors.

Investments
Monthly Market Update - November 2024
December 4, 2024
Last Month in the Markets: November 1st – 29th, 2024: The previous month concluded with the release of positive inflation news

Investments
Monthly Market Update - October 2024
November 4, 2024
Last Month in the Markets: October 1st – 31st, 2024: Record highs were set again for the TSX, S&P 500 and the Dow, and the NASDAQ almost achieved the same feat

Unstoppable Journeys
Unstoppable Journeys - Redefining the Value of Arts with Alex Sarian
October 16, 2024
In this episode of Unstoppable Journeys, Alex Sarian (President & CEO of Arts Commons) shares with us a vision to redefine and share the value of arts.

Unstoppable Journeys
Unstoppable Journeys - Shifting Your Mindset To Drive Results With Kevin Rempel
October 10, 2024
In this episode of Unstoppable Journeys, Kevin Rempel (President of Kevin Rempel & Associates) shares with us how to shift our mindset to drive results and embrace change.

Investments
Monthly Market Update - September 2024
October 9, 2024
Last Quarter in the Markets: July 1st - September 30th, 2024: The biggest news directly affecting markets was the Bank of Canada (BoC) and the Federal Reserve executing rate reductions.
