Personal
Financial Quackery
“Financial Quackery” is one of the main reasons most people struggle financially. This video and podcast episode is my attempt at humour to explain what to look for to get real advice, rather than the typical industry foolishness pretending to be advice. If you prefer to read it, here is a transcript of the video:…
Read MoreReflecting on My Life & Progress Towards My Mission in Life
Today I’m reflecting on my life and progress towards my mission in life – to educate Canadians about what really works to achieve financial security & freedom. I have seen thousands of Canadians struggle with money. I see bad or suboptimal advice based on conventional wisdom all over the financial industry and to a lesser…
Read MoreHow To Choose Your University Specialty
If you or someone you know is in high school or about to apply to university, then this video is a must! After being a financial planner for almost 30 years, I’ve seen the finances of thousands of Canadians, and the careers that pay the big bucks. In this video and podcast episode you’ll learn…
Read MoreIs Your Money Safe OR Secure?
I know what you’re thinking. Isn’t the expression “safe AND secure”? Possibly the single most important thing to know about money is this: Safe and secure are often opposites. With money, it’s usually safe OR secure. It was the disaster in their life that made this clear for Summer and Autumn. They are identical twins.…
Read MoreHow To Own A Nice Car For Less
How can you own a nice car for a lot less? Should you be impressed with someone that has a nice car? How do you measure the ownership cost of your car? What is a warranty worth? Should you lease or own? Can you save money on an electric car? How does your car fit…
Read MoreWhat Financial Question Is on Your Mind?
What burning financial question is on your mind? What topic(s) would you like me to tackle next?
I post a video or article on my blog, YouTube & my email list every Thursday and try to make it as relevant to you as I can. I am asking you now to find out what is most relevant for you.
Read MoreWe are hiring! Join our team!
Financial Planning Professional As one of Canada’s Top Financial Planning Teams, our “One plan – One planner” and “Full Service” philosophy means we look after all aspects of our clients’ finances. The core mandate of our Practice is detailed financial planning (not sales) and very rewarding in making a big difference in our clients’ lives.…
Read MoreHonoured to be included in a list with these elite “60 Money Influencers in Canada in 2020
I am honoured to be included in a list with these elite “60 Money Influencers in Canada in 2020”! I hope it is true and that my blog is influencing Canadians to make smarter financial decisions. I love sharing my insights based on experience into what really works – instead of the conventional wisdom. Thanks…
Read MoreCreating the GPS to Financial Freedom (Talk at 4 Pillars of Entrepreneurship Summit)
I’m thrilled to have been interviewed for the 4 Pillars of Entrepreneurship Summit, an online summit of entrepreneurs talking about their experiences. Interesting video with my insights into “Creating the GPS to Financial Freedom”. The organizer is Annie Hardock, a woman who is passionate about helping entrepreneurs and those wanting to become an entrepreneur. She…
Read MoreHonoured to be awarded “Best Canadian Personal Finance Blog” by Expertido!
Best Canadian Personal Finance Blog
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