Financial Planning Insights and Money Mindset Resources
Browse practical financial planning articles and monthly newsletters that combine strategy and psychology to help you make clearer, more confident decisions with your money.
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 spooked when retirement arrives.
CPP is the backbone of retirement for most Canadians. Y...
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 traditional approach to money management because it jumps straight to numbers without understanding the person behind them.
Most financial advice skips over what real...
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 yet!), the light changes, and even though there are no more school forms on my fridge or backpacks by the door, I still get that back-to-school feeling.Â
It...
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 most people never get access to quality financial guidance. That’s why I left the firm to become an independent, advice-only financial planner, focused on real peo...
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 diversified ETF, invest every month, chill and let your money grow." While it sounds appealingly simple, it's often not that straightforward, and such advice can be...
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 to manage money in a way that feels calm, confident or aligned with real life.
That’s why I created my Financial Wellness Workshop. It’s not about trackin...
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 common questions I hear from Canadian couples is:
"Should we pay down our mortgage or invest that money instead?"
The answer? It depends - but the good ...
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 me, I’ve seen it all - and I’m here to help you avoid the pitfalls.
If you’ve ever second-guessed your investments, you’re not alone. But avoiding thes...
Most Canadians don’t realize there’s a difference in how financial planners are paid. The traditional route? You walk into a bank and talk to someone in a suit who hands you a glossy brochure. I know that route well because I was one.
I started my career as a bank teller, cashing cheques 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 happens when trying to be gentle and nice just isn't getting through, and a dose of clear, loving candor becomes necessary. This way of handling things is something ...
Let's cut through the noise and talk about finding the right financial guidance for you.
When it comes to getting financial advice, the options can feel endless! TikTok and YouTube are buzzing with self-proclaimed financial gurus, aren't they? ;) Well, let's clarify a few crucial points...
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 news of market declines, escalating tariffs, and looming recession fears. It's a natural question to ask: "Why is my Financial Advisor recommending that I stay investe...