Wealth Management Insights
Dollars and Sense
Live Intentionally. Be Unstoppable.
Explore financial advisor insights on financial planning and wealth management.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Retirement
Planning
Investments
Can You Retire with $3 Million in Calgary? Tax & Wealth Strategies for High-Net-Worth Canadians
October 6, 2025
Is $3 million enough to retire in Calgary? Discove teir how high-net-worth Canadians can turn their wealth into lasting freedom with advanced planning from a Calgary financial advisor.
Investments
Monthly Market Update - September 2025
October 2, 2025
Equities surged in Q3 despite soft jobs, rising inflation, and rate cuts. Gold gained, oil slipped, bonds weakened, while geopolitical risks stayed steady.
Investments
Calgary Investment Firms: How to Find the Right Fit for Your Wealth Goals
September 29, 2025
Looking for the best Calgary investment firms? Discover what sets top firms apart — and how to choose one that fits your financial goals and values.
Planning
Investments
Tax
Smart Wealth Management Strategies for Calgary Business Owners
September 22, 2025
Discover smart wealth strategies for Calgary business owners, including tax planning, holding companies, and succession—all guided by a trusted local financial advisor.
Planning
Tax
How to Pass Wealth to the Next Generation — Without the Tax Headache
September 8, 2025
Passing on wealth? A financial advisor in Calgary shares how to reduce taxes, protect your estate, and build a smooth, conflict-free legacy for your family.
Investments
Monthly Market Update - August 2025
September 3, 2025
TSX outperformed major indexes in August despite U.S. tariffs. Trade disputes, inflation, jobs data, and rate cut expectations shaped markets; uncertainty remains into fall.
Planning
5 Wealth Management Mistakes to Avoid in Calgary
September 1, 2025
Avoid these 5 common wealth management mistakes made by Calgary professionals and business owners. Learn how to protect, grow, and preserve your wealth with confidence.
Planning
Investments
A Calgary Financial Planner’s Guide to RRSP vs. TFSA
August 25, 2025
Confused between RRSP and TFSA? A Calgary financial planner breaks down which one to use, when, and why — based on your income, goals, and tax situation.