by admin | Nov 8, 2025 | Blog
Story: The Spreadsheet That Sparked the Conversation A prospective client recently shared a detailed spreadsheet with me — one that perfectly illustrates why so many smart Canadians still misunderstand where permanent insurance fits in their financial system. She’d...
by admin | Oct 23, 2025 | Blog
How to Evolve from Financial Stability to a True Wealth Reservoir If there’s one topic that’s both boring and absolutely essential to building lasting wealth, it’s the emergency fund. I’ll be honest — most people don’t get excited about saving for “what ifs.” There’s...
by admin | Aug 25, 2025 | Blog
If you’re a former teacher or public sector worker now charting your own path as a business owner or investor, the idea of commuting your pension might be sitting in the back of your mind. It’s a decision that can seem confusing, risky, or even reckless to some...
by admin | Jun 7, 2025 | Blog, Success Stories
For many Canadian entrepreneurs, running a business is a full-contact sport. You wear every hat, juggle every challenge, and when the dust settles, you’re just trying to make sure there’s money in the bank to support your family, your future—and maybe a...
by admin | Jun 5, 2025 | Blog
“I thought I had the perfect strategy. Then I realized I might be leaving $13,000 on the table without even knowing it.” That’s what Tim discovered when we sat down to walk through a tax optimization strategy using something called cash damming—a smart but sometimes...
