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How Did the Wealthy Get Wealthy? Can I Copy Them?

In a recent video, I talked about who the poor & wealthy are and how did they get there.  Today, I’m diving deeper into one crucial aspect: how the wealthy became wealthy.  Can their strategies work for you? Over the years, I’ve seen the full financial picture of thousands of Canadians and read countless studies…

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Who Are the Wealthy and How Did They Get Rich?

As a financial planner, I’ve had a unique view into the full financial picture of thousands of Canadians and have read countless studies.  My experience spans clients of varying financial backgrounds, as well as countless conversations with readers of my blog, friends, and acquaintances.  Although our clients may not represent the entire population—they tend to…

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Do You Need Savings in Addition to a Government Pension Like OMERS?

When planning for retirement, many Canadians rely on a government pension like OMERS (Ontario Municipal Employees Retirement System) as their foundation.  Do you need savings in addition to your government pension to maintain the lifestyle you want? A buddy called me from his car and said, “I’m driving. Will I get to my destination on…

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Dividend Investing Perfected with Self-Made Dividends (Canadian Financial Summit 2023)

In the vast landscape of personal finance, dividend investing has carved out a significant niche.  Whether you’re browsing through countless blogs or hearing investment advisors champion its benefits, it’s clear that dividend investing is a popular choice, especially with the FIRE (Financial Independence, Retire Early) community. However, a closer look reveals that almost all the…

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Take Control of Your Finances in One Step

Most people struggle with money.  It might feel like you’re the only one who doesn’t have it all figured out, but trust me, you’re not alone.  Over the last two months, I’ve had countless conversations with individuals just like you who are grappling with various financial concerns.  Let me share some of the common worries…

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