There's a trend on social media that goes something like this: "It's literally so simple: Open a TFSA at Wealthsimple, buy a globally diversified ETF, invest every month, chill and let your money grow." While it sounds appealingly simple, it's often not that straightforward, and such advice can be...
If you’ve ever felt anxious opening your banking app or guilty after spending money, you’re not alone. Many Canadians weren’t taught how to manage money in a way that feels calm, confident or aligned with real life.
That’s why I created my Financial Wellness Workshop. It’s not about trackin...
If you've ever had a little extra money left at the end of the month and wondered what to do with it, you're not alone. One of the most common questions I hear from Canadian couples is:
"Should we pay down our mortgage or invest that money instead?"
The answer? It depends - but the good ...
This month, I’m sharing some of the most common investing mistakes I’ve seen in my 22 years of helping clients manage their money.
Trust me, I’ve seen it all - and I’m here to help you avoid the pitfalls.
If you’ve ever second-guessed your investments, you’re not alone. But avoiding thes...
Most Canadians don’t realize there’s a difference in how financial planners are paid. The traditional route? You walk into a bank and talk to someone in a suit who hands you a glossy brochure. I know that route well because I was one.
I started my career as a bank teller, cashing cheques and ...
If we haven't connected much before, let me introduce you to a concept my kids playfully coined, 'being Loried.' It's basically what happens when trying to be gentle and nice just isn't getting through, and a dose of clear, loving candor becomes necessary. This way of handling things is something ...
Let's cut through the noise and talk about finding the right financial guidance for you.
When it comes to getting financial advice, the options can feel endless! TikTok and YouTube are buzzing with self-proclaimed financial gurus, aren't they? ;) Well, let's clarify a few crucial points...
I do not generally write mid month blog posts, but blimey, these are indeed crazy times in the world right now! We're bombarded with news of market declines, escalating tariffs, and looming recession fears. It's a natural question to ask: "Why is my Financial Advisor recommending that I stay investe...
Do you ever feel overwhelmed by financial decisions? You're not alone! I often hear from people struggling with the same questions: Which budgeting app is best? How much should I save for emergencies? Is now the right time to buy a home? In this newsletter, I'll provide clear, actionable answers to ...
It's March, the month of spring awakening and shaking off those winter blues. What better time to awaken your inner budgeting butterfly?
Budgeting: Your Financial GPS
I know what you might be thinking: "Budgeting? Ugh, that sounds about as fun as a root canal!"
But trust me, it doesn't have to be...
It's February, the month of love, and what's not to love about growing your wealth? If you're in your prime earning years (we're talking 30 to 55, the "I adult now" era), it's time to harness the power of tax-friendly accounts to turbocharge your savings.
You're likely juggling multiple goals -...
The holidays are a time for joy and celebration, but let's be honest, they can also leave our wallets feeling a bit lighter than we'd like. I remember when my kids were young, January always felt like a financial hangover. I hadn't planned for holiday expenses and the post-holiday pinch was real. Bu...