Blogs

How Often Should I Check My Portfolio?

How Often Should I Check My Portfolio?

Your Mortgage Is Renewing. Is Your Financial Plan?

Financial planning

Financial planning

Your Mortgage Is Renewing. Is Your Financial Plan?

Will I Have Enough Money to Retire?

Financial planning

Financial planning

Will I Have Enough Money to Retire?

Beyond Stocks and Bonds: How Alternative Investments Can Strengthen a Portfolio

Beyond Stocks and Bonds: How Alternative Investments Can Strengthen a Portfolio

The Investment That Crushed It Last Year Could Be Destroying Your Portfolio Today

The Investment That Crushed It Last Year Could Be Destroying Your Portfolio Today

AI Bubble Warning, What you NEED to know!

AI Bubble Warning, What you NEED to know!

When a Loved One Passes: What Actually Happens to Their Money, Investments, and Estate?

Financial planning

Financial planning

When a Loved One Passes: What Actually Happens to Their Money, Investments, and Estate?

Understanding Your Net Worth Statement Beyond the Numbers

Financial planning

Financial planning

Understanding Your Net Worth Statement Beyond the Numbers

Why the Next Generation Views Retirement Differently

Financial planning

Financial planning

Why the Next Generation Views Retirement Differently

The Business Owner’s Tax Compass: Navigating the CRA Without Losing Your Mind

Financial planning

Financial planning

The Business Owner’s Tax Compass: Navigating the CRA Without Losing Your Mind

Beyond the Shoebox: Why "Setting the Table" is the Best Financial Move You Can Make in 2026

Financial planning

Financial planning

Beyond the Shoebox: Why "Setting the Table" is the Best Financial Move You Can Make in 2026

The "Holding Pattern" Portfolio: Investing When the World Feels Volatile

The "Holding Pattern" Portfolio: Investing When the World Feels Volatile

Term vs. Permanent Life Insurance: A Guide for Business Owners

Term vs. Permanent Life Insurance: A Guide for Business Owners

Overhead disability insurance – do I need it as a business owner?

Overhead disability insurance – do I need it as a business owner?

Permanent Insurance – The Most Misunderstood Tax Shelter

Permanent Insurance – The Most Misunderstood Tax Shelter

Disability Insurance for Physicians & Dentists

Disability Insurance for Physicians & Dentists

Whole Life Insurance - A Good Investment?

Whole Life Insurance - A Good Investment?

Creating Your Personal Mission Statement

Creating Your Personal Mission Statement

Financial Freedom: What It Means and How to Achieve It

Financial Freedom: What It Means and How to Achieve It

The Paradox of Wealth: Achieving Freedom Yet Feeling Bound

The Paradox of Wealth: Achieving Freedom Yet Feeling Bound

The difference between your reality and your expectations dictates your happiness

The difference between your reality and your expectations dictates your happiness

Financial Literacy: A Family Affair - Cultivating Fiscal Wisdom in Our Children

Financial Literacy: A Family Affair - Cultivating Fiscal Wisdom in Our Children

Mind Over Money: How Hacking Your Biases Transforms Your Investments

Mind Over Money: How Hacking Your Biases Transforms Your Investments

Unveiling the Hidden Benefits of Travel: A Path to Fulfillment, Healthy Aging, and Cognitive Well-being

Unveiling the Hidden Benefits of Travel: A Path to Fulfillment, Healthy Aging, and Cognitive Well-being

Financial stress, and strategies to reduce it

Financial stress, and strategies to reduce it

Where is your freedom today?

Where is your freedom today?

Tips for Setting and Achieving Your Financial goals going into the New Year

Tips for Setting and Achieving Your Financial goals going into the New Year

Playing Catch Up With Your New Year’s Resolutions? You’re not alone

Playing Catch Up With Your New Year’s Resolutions? You’re not alone

Don’t Measure Your Worth in Terms of Money

Don’t Measure Your Worth in Terms of Money

Are your taxes about to go up?

Are your taxes about to go up?

How Often Should I Check My Portfolio?

How Often Should I Check My Portfolio?

Beyond Stocks and Bonds: How Alternative Investments Can Strengthen a Portfolio

Beyond Stocks and Bonds: How Alternative Investments Can Strengthen a Portfolio

The Investment That Crushed It Last Year Could Be Destroying Your Portfolio Today

The Investment That Crushed It Last Year Could Be Destroying Your Portfolio Today

AI Bubble Warning, What you NEED to know!

AI Bubble Warning, What you NEED to know!

The "Holding Pattern" Portfolio: Investing When the World Feels Volatile

The "Holding Pattern" Portfolio: Investing When the World Feels Volatile

Private Equity Investing , What You Need to Know

Private Equity Investing , What You Need to Know

How to Invest When Geopolitics Shake Markets

How to Invest When Geopolitics Shake Markets

The “Home Bias” Reality Check

The “Home Bias” Reality Check

Canada's New AMT Rules in 2026: What High-Income Earners Should Know

Canada's New AMT Rules in 2026: What High-Income Earners Should Know

Mutual Funds vs. ETFs: Understanding the Differences for Smarter Investing

Mutual Funds vs. ETFs: Understanding the Differences for Smarter Investing

Beyond the Border: Canada’s Strategic Pivot in the 2026 Global Trade Arena

Beyond the Border: Canada’s Strategic Pivot in the 2026 Global Trade Arena

The "Venezuela Panic": Why Canadian Energy Stocks Might Be On Sale

The "Venezuela Panic": Why Canadian Energy Stocks Might Be On Sale

Understanding the U.S. Debt Ceiling

Personal Finance

Personal Finance

Understanding the U.S. Debt Ceiling

Protecting your hard-earned dollars.

Personal Finance

Personal Finance

Protecting your hard-earned dollars.

A deeper understanding of how compounding works.

Personal Finance

Personal Finance

A deeper understanding of how compounding works.

What to financially expect when you’re expecting.

Personal Finance

Personal Finance

What to financially expect when you’re expecting.

How are rising interest rates affecting your property

Personal Finance

Personal Finance

How are rising interest rates affecting your property

Do you find personal finance confusing?

Personal Finance

Personal Finance

Do you find personal finance confusing?

Can you protect your wealth from inflation?

Personal Finance

Personal Finance

Can you protect your wealth from inflation?

The Truth About RRSPs

Personal Finance

Personal Finance

The Truth About RRSPs

Is Inflation going to run higher for longer?

Personal Finance

Personal Finance

Is Inflation going to run higher for longer?

Is your Money Smart?

Personal Finance

Personal Finance

Is your Money Smart?

How Round Numbers Could Be Killing Your Financial Future

Personal Finance

Personal Finance

How Round Numbers Could Be Killing Your Financial Future

The difference between Earnings and Cashflow

Personal Finance

Personal Finance

The difference between Earnings and Cashflow

Your Mortgage Is Renewing. Is Your Financial Plan?

Financial planning

Financial planning

Your Mortgage Is Renewing. Is Your Financial Plan?

Will I Have Enough Money to Retire?

Financial planning

Financial planning

Will I Have Enough Money to Retire?

When a Loved One Passes: What Actually Happens to Their Money, Investments, and Estate?

Financial planning

Financial planning

When a Loved One Passes: What Actually Happens to Their Money, Investments, and Estate?

Understanding Your Net Worth Statement Beyond the Numbers

Financial planning

Financial planning

Understanding Your Net Worth Statement Beyond the Numbers

Why the Next Generation Views Retirement Differently

Financial planning

Financial planning

Why the Next Generation Views Retirement Differently

The Business Owner’s Tax Compass: Navigating the CRA Without Losing Your Mind

Financial planning

Financial planning

The Business Owner’s Tax Compass: Navigating the CRA Without Losing Your Mind

Beyond the Shoebox: Why "Setting the Table" is the Best Financial Move You Can Make in 2026

Financial planning

Financial planning

Beyond the Shoebox: Why "Setting the Table" is the Best Financial Move You Can Make in 2026

Helping Families Plan for Disabilities.

Financial planning

Financial planning

Helping Families Plan for Disabilities.

Why Stock Picking Is Harder Than It Looks: The Home Run Illusion

Financial planning

Financial planning

Why Stock Picking Is Harder Than It Looks: The Home Run Illusion

The hidden rule behind “tax-free” corporate dividends that might cost you

Financial planning

Financial planning

The hidden rule behind “tax-free” corporate dividends that might cost you

The Year in Review: Why Real Progress is Often Quiet

Financial planning

Financial planning

The Year in Review: Why Real Progress is Often Quiet

The Value of a Financial Planner in 2026 and How to Avoid Costly Mistakes

Financial planning

Financial planning

The Value of a Financial Planner in 2026 and How to Avoid Costly Mistakes

What the Upcoming Canadian Election Could Mean for Our Economy—and Our Future

What the Upcoming Canadian Election Could Mean for Our Economy—and Our Future

Post-Election Analysis: What a Trump Win and Republican-Controlled Government Mean for Canada, Investors, and Key Assets Like Crypto and Gold

Post-Election Analysis: What a Trump Win and Republican-Controlled Government Mean for Canada, Investors, and Key Assets Like Crypto and Gold

What the Manitoba Marathon taught me about Business, Family and Freedom

What the Manitoba Marathon taught me about Business, Family and Freedom

An Entrepreneurs approach to Philanthropy and Building our Community

An Entrepreneurs approach to Philanthropy and Building our Community

Why Climb a Mountain? Living Without Limits and Inspiring Freedom

Why Climb a Mountain? Living Without Limits and Inspiring Freedom

Reflections Four Years in

Reflections Four Years in

Why the Descent From Everest Is More Dangerous (and What It Teaches Retirees)

Why the Descent From Everest Is More Dangerous (and What It Teaches Retirees)

Can Canadian Businesses Lead the World?

Can Canadian Businesses Lead the World?

Endeavor Wealth Management Wins Emerging Firm of the Year Award

Endeavor Wealth Management Wins Emerging Firm of the Year Award

Covid-19: What Relief Programs are Available?

Covid-19: What Relief Programs are Available?

Perspective on Where We Are At

Perspective on Where We Are At

Will Covid-19 Lead to a Larger Wealth Gap?

Will Covid-19 Lead to a Larger Wealth Gap?

Know Your Advisor: CIRO Advisor Report

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