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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Effects of Inflation

We all know the cost of goods and services rises over time. Single postage stamps that cost 85 cents just 3 years ago now cost a dollar. The same thing has happened to virtually everything we purchase.

Monthly Market Update - September 2021

Last Month in the Markets – September 1st – 30th, 2021: It was a difficult period for equities in North America and around the world last month. 

Retirement Planning - For Late Starters

Retirement planning is an inevitable stage in everyone's life. What determines whether you will be in a stable financial state during that period is how you have been able to save and invest during your active days.

Monthly Market Update - August 2021

Last Month in the Markets – August 2nd – 31st, 2021: Overall it was a positive month for most Canadian investors. The broad-based North American equity indices rose, as did the All-Country World Index (ACWI), above.

Monthly Market Update - April 2021

If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.

Federal Budget 2021

On Monday, April 19th the governing Liberals tabled the latest federal government budget. It was overdue by about two years but has finally been tabled by Finance Minister, Chrystia Freeland, for debate in parliament.

Monthly Market Update - May 2021

If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.

Monthly Market Update - March 2021

If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.

How To Become Financially Independent

Becoming financially independent is the goal for many professionals, business owners and soon-to-be-retirees. It may be one of your goals as well.