Could a robot finally make money stress go away? Here’s a question worth asking: if Siri can answer homework questions, set reminders, and tell us the weather, why can’t she fix our finances too? It’s a fair thought. Canadians are busier than ever, money feels more complicated than it should, and most of us would … Read more
Why I Wrote a Book About Goal-Based Financial Planning for Canadians After years of helping Canadians navigate their finances, I kept seeing the same pattern: smart, capable people struggling with traditional budgets that were designed to fail from the start. This book is my answer to that problem. The Problem I Wanted to Solve Here’s … Read more
A Short Lesson From Leadership Early in my career, I was promoted into a supervisory role – an adjustment I didn’t fully welcome. Like many workers, I believed supervisors spent their days in meetings while the real work happened elsewhere. It didn’t take long to learn how wrong I was. Managing people is stressful. Responsibility … Read more
Do you believe being born wealthy is the only way to build serious money? That’s about as true as believing you need to be born near the ocean to learn swimming. The reality is simpler: wealth belongs to those who are smart about claiming and creating it. Here’s encouraging news: approximately 80% of millionaires in … Read more
Set It and Forget It: Why Automation Works When Willpower Fails I got my driver’s licence in the late 1970s. Back then, learning to drive meant learning to drive a standard transmission. That meant a clutch, gear shifting, stalling at stop signs, and the quiet panic of rolling backward on a hill while someone honked … Read more
Helpful Financial Resolutions for the New Year New Year’s resolutions often fail because they’re too vague or too restrictive. Here are financial resolutions that actually work because they’re specific, measurable, and built on systems rather than willpower. The Meta-Resolution Choose three resolutions from this list and ignore the rest. Trying to implement everything at once … Read more
Buying Time and Freedom Have you ever looked at someone who seems calm about money and wondered, “What do they know that I don’t?” Most of us assume people who succeed with money are born with some kind of magical financial DNA. But here’s the truth: nobody pops into the world understanding retirement planning, compound … Read more
Why Your Money Keeps Disappearing — And the Simple System That Finally Stops It Have you ever looked at your bank balance a week after payday and wondered, “Where did it all go?” If so, you’re in good company. Millions of Canadians feel the same way — not because they’re careless, but because they’ve never … Read more
Will You Be Ready When Life Blindsides You? The Essential Guide to Emergency Funds Have you ever felt that gut-wrenching panic when something unexpected hits your finances? Maybe your car broke down the same week your furnace died. Or perhaps you opened an envelope to find a surprise tax bill. These moments can make your … Read more
Why Financial Goals Beat Budgets Every Time (And How to Set Them Right) If you’ve ever tried budgeting and failed—and let’s be honest, most of us have—you’re not alone. Nearly half of Canadians live paycheque to paycheque, and traditional budgeting isn’t making things easier. The problem isn’t you. The problem is the approach. Traditional budgets … Read more
