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Should We Pay Down the Mortgage or Invest?
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...
Lori Curtiss
Jul 82 min read
Understanding Advice-Only Financial Planning in Canada
Most Canadians don’t realize there’s a difference in how financial planners are paid. The traditional route? You walk into a bank and...
Lori Curtiss
Jun 203 min read


Navigating the Financial Advice Jungle - Who Can You Really Trust?
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.

Lori Curtiss
May 82 min read


Tariffs, Recession, Market Losses, Oh My!
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...

Lori Curtiss
Apr 102 min read


Investing 101: Unlocking Your Savings Superpowers: A Guide to Tax-Smart Accounts in Canada
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...
Lori Curtiss
Feb 62 min read


Recovering from Holiday Cheer - Financial Tips for a Fresh Start!
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...

Lori Curtiss
Jan 73 min read

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