October is the season for ghosts and goblins, not financial surprises. Let's unmask how CPP, OAS, and GIS really work so you don't get...

If you’ve ever tried to build a budget and burned out by week two, you’re not alone. Many women in Canada feel frustrated with the...

September always sneaks up on me. The mornings feel cooler (however, this week has been +29 degrees and sunny, so we are not quite there...

I spent over 15 years advising high-net-worth clients at a top wealth firm. That experience taught me a lot - but it also showed me that...

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...

If you’ve ever felt like bank “advice” is really just a sales pitch, you’re right to be cautious. Most banks and financial advisors in...

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...

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...

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...

Most Canadians don’t realize there’s a difference in how financial planners are paid. The traditional route? You walk into a bank 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...

Looking for financial guidance that's right for YOU? Let's be clear: truly personalized financial advice can't come from TikTok gurus or group settings. When choosing a financial expert, understand the differences. Financial Advisors often earn commissions selling investment products. As a Fee-Only Financial Planner, I'm paid directly by you—no commissions, no conflicts of interest. Financial Coaches may offer support but lack standardized qualifications.

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...

Answers to the financial questions I get asked the most and practical tips to help you with your finances.

It's March, the month of spring awakening and shaking off those winter blues. What better time to awaken your inner budgeting butterfly?...

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...

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...

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...

When coaching financial professionals, a common question that arises in today’s digital world is, “How do I create a relationship...

In the vast landscape of personal finance, navigating without a guide can seem daunting. With the rise of social media, criticisms of...