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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Unstoppable Journeys - How To Think Differently With Jan Eden

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 - October 2023

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

Monthly Market Update - June 2023

Last Month in the Markets – June 1st – 30th, 2023: Equities rose at a substantially higher rate in June than the previous five months of the year. For example, the TSX is ahead 4% in 2023 with ¾’s of that gain occurring last month. The Dow rose 4½% last month and is now nearly 4% in-the-black for the year.

Monthly Market Update - November 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 - September 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

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%. 

RESPs and Grandparents

The cost of university has risen sharply, and so has the importance of graduating with a desired and marketable set of skills and knowledge. Without a post-secondary education, employment and life opportunities are more limited now than ever before. Contributing to a grandchild’s education helps them and their parents, and helps you stay connected in a meaningful way.

Monthly Market Update - July 2023

Last Month in the Markets – July 3rd – 31st, 2023: North American equity indexes added another 2 to 4 percent to their year-to-date advances on positive news on the inflation, jobs, and monetary policy fronts.