Personal
What 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 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 over 28 years, I’ve seen the finances of thousands of Canadians, and the careers that pay the big bucks. In this video you’ll learn how to choose…
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 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
Read MoreMy Personal Finance Story on The Personal Finance Show (with Beau Humphreys)
My Personal Finance Story podcast on The Personal Finance Show (with Beau Humphreys) Where did my “unconventional wisdom” ideas come from? I had a fun afternoon being interviewed by Beau Humphreys about My Personal Finance Story. How a series of unusual events in my life contributed to my insights into how you can be financially…
Read MoreMy Story – Podcast with John Francis on Theonera
Listen to my new podcast: My Story. An insightful & fun podcast. John Francis of Theonera asks great questions. My Story podcast Ed
Read MoreThrilled by a full page “Writer Spotlight” in Canadian MoneySaver magazine!
I am thrilled to have a full page “Writer Spotlight” about me in Canadian MoneySaver magazine! I prefer reading paper newspapers, magazines and books to online reading, which is part of why I find it so cool to have a print magazine with a full page about me. Clients sometimes tell me they have a…
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