Hey there, freelancers and gig economy warriors! 

A topic that hits close to home for many of us these days: managing our finances in the wild world of freelancing and inconsistent income. Below we dive into some strategies for those whose income is as consistent as the Southern Alberta weather (Ge...

We don’t need to be buddies for me to be the perfect Financial Planner for you. 

As Planners attempt to separate themselves from the herd and create a unique approach, a lot are taking it upon themselves to interject their life into yours fully. You know the, ‘I want to have REAL relationships with...

Why do you save money? No, but really…why?

Don’t give me a surface level answer.

I work with a professional to help me write these blogs, my social media posts, and even my strategic business marketing stuff. She is a high level thinker, not just a ‘doer’ - she challenges me.

We met a few weeks a...

 I get it, baring your financial details can make you feel exposed and vulnerable, maybe even judged.

Giving someone access to your finances feels vulnerable, whether you have a little, a lot, or have no idea how much you have. Even (especially) with family and friends, sharing financial informatio...

What life are you planning for?

Northstar Goals

My dream as a future grandparent is to be able to drop what I am doing and help our girls with their kids any time they need it (or whenever I feel like it). It’s a “Northstar” type of goal for me; one that is guiding many of the decisions I’m making...

For the first time in my life, I just bought $1000 in bitcoin. 

DISCLAIMER: I wish that this could go without saying, but in the interest of being hypercompliant - this is NOT advice. Not even remotely close to advice. I am well documented in my advice against buying Bitcoin 😂. Here me out.

It was...

Unattainable goals

Humpback whales are breaching in the background as I type this.

I have a steaming hot cup of black coffee, chill beats playing in the background, and the kids are eating cereal at the counter.

Our day will consist of bizarrely smooth and silky shaved ice, snorkeling with colour...

 The banks are increasingly picky every year. There is a good chance you are getting the very minimum viable product out of them - nothing fancy, personalized, and definitely not the best use of your money.

They’re just not into you

If you have less than $500,000 to invest, your bank isn’t interes...

 Invest in your happiness.

I am a financial advisor who could be significantly further ahead financially than I am now.

Part of that is because I am an entrepreneur who has invested a LOT of money into creating my career, but the other part is because I spend a lot.

Life is short; we are not here...

Am I throwing money away every month?

If you own term life insurance, you may think you are wasting money every month. It’s not worth anything if you don’t die, so it’s got to be a waste, right? No.

To understand why it is not a waste, you need to understand that you aren’t insuring your life - yo...

When you hear a strange noise coming from your car, do you:

1. Drive straight to the mechanic
2. Take it home to do some diagnostics on your own
3. Turn up the music and pretend it never happened

If you answered c, I’m curious if you deal with your finances the same way. Do you take the ‘ignorance is...

Be honest, when’s the last time you slowed down?

Hear me out. Maybe you started your business 15 years ago with a couple of shovels and a beat-up truck, a laptop and a dream, or using your kitchen as Grand Central for your shipping operations. Although it still might feel like you’re just ‘getting ...