Our Insights

Dollars and Sense

Bring intentionality to your life and your finances. Dive into some knowledge and insights directly from our Founder and Personal CFO.

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2025 Financial Numbers

The financial numbers and data you need in one place, summarized and simplified.

Monthly Market Update - March 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

Monthly Market Update - February 2025

Equity performance during the second month of 2025 was weak.

Monthly Market Update - January 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.

Annual Market Update - 2024

Last Month in the Markets: December 2nd – 31st, 2024 : Last year was productive for equity investors.

Unstoppable Journeys - Redefining the Value of Arts with Alex Sarian

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.

Monthly Market Update - November 2024

Last Month in the Markets: November 1st – 29th, 2024: The previous month concluded with the release of positive inflation news

Monthly Market Update - October 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 - Shifting Your Mindset To Drive Results With Kevin Rempel

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.