Our Insights
Dollars and Sense
Live and plan with intention. Explore expert insights on financial planning and wealth management - directly from our Founder and Personal CFO.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Retirement
Planning
Investments
Can You Retire with $2 Million in Calgary? A Smart Planning Guide
Is $2 million enough to retire in Calgary? Learn how far it goes, how to structure it, and how to retire confidently with guidance from a Calgary financial advisor.

Investments
Investing in Alternative Assets: What Calgary Investors Should Know
Alternative investments have a history of helping returns, income, and diversification for Calgary investors. Ideal for long-term, high-net-worth wealth management strategies.

Planning
Investments
How to Prepare for an Economic Downturn: Tips from a Calgary Financial Advisor
Prepare for economic downturns with guidance from a Calgary financial advisor. Build a cash buffer, rebalance investments, stay disciplined, and focus on long-term wealth management.

Retirement
Planning
Investments
Can You Retire with $1 Million in Calgary? What You Need to Know
Wondering if you can retire with $1 million in Calgary? Learn how far your money will go, what lifestyle to expect, and how to plan a secure retirement with help from a Calgary financial advisor.

Investments
Calgary Investment Help: How to Get the Right Guidance for Your Financial Goals
Need investment help in Calgary? Discover how to find the right financial advisor, avoid common mistakes, and build a portfolio that fits your goals with expert financial guidance.

Investments
Monthly Market Update - June 2025
The month began positively for equity investors, and the first half of the month included some choppiness when economic indicators provided mixed signals.

Planning
Investments
How to Choose a Financial Advisor in Calgary: A Practical Checklist
Choosing a financial advisor in Calgary? Here’s a practical checklist to help you find the right fit — from qualifications to fees to communication style.

Investments
Top Investment Firms in Calgary: What Sets the Best Apart
Looking for the top investment firms in Calgary? Discover what sets the best apart in terms of service, transparency, and results for your long-term financial success.

Investments
Investment Advisor in Calgary: What They Do & How to Choose One
Looking for an investment advisor in Calgary? Learn what they do, how they differ from financial planners, and how to choose the right one for your investment portfolio.