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...
When coaching financial professionals, a common question that arises in today’s digital world is, “How do I create a relationship remotely?” As more client meetings shift to virtual platforms, the challenge of connecting on a personal level without ever meeting face-to-face becomes a central conce...
December is here, which means the holidays are just around the corner! Amidst the joy and excitement, it's easy to get caught up in a whirlwind of holiday spending that leaves you in debt and overdrawn. This year, why not create a more calm and mindful December by adopting some savvy spending habi...
In the vast landscape of personal finance, navigating without a guide can seem daunting. With the rise of social media, criticisms of financial planners echo loudly: high fees, underperformance, and charges even when losses occur. These concerns are legitimate and deserve attention.
Yet, amid...
As parents, we often wonder how to impart valuable lessons about money to our children. It's a complex question with no one-size-fits-all answer. Over the years, I've come to realize the importance of understanding our own Money Script – the story we tell ourselves about money – and how it shapes ...
In Canada, when looking for a Financial Planner, I would suggest finding someone who holds the Certified Financial Planner designation or CFP®. The CFP® designation is formal recognition of expertise in the areas of financial planning, estate planning, and retirement saving.  CFP® holders are requ...
Personally, I don't typically make New Year's Resolutions; I'm not really into the whole "new year, new me" idea. However, as the calendar transitions from one year to the next, I take some time to reflect. I review my spending and investment performance from the previous year, and I begin to cons...