Some financial books make an impact — and then there are those rare few that change the way an entire country thinks about money. For millions of Canadians, David Chilton’s The Wealthy Barber is that book. I was only 17 years old when I read it for the first time, and it completely reshaped how […]

Welcome to the December issue of my monthly newsletter! December is the month of holidays and festive traditions – and also the season of incredibly high stress levels. If you need some fresh ideas on how to destress, give one of these a try: Forget Perfection! Getting something 90% done and letting go of the 10% […]

I’m incredibly grateful to be nominated at this evening’s Port Moody business event and to receive a congratulatory letter from the Premier’s Office. This recognition means so much because it reflects the heart of our community — collaboration, resilience, and a shared commitment to helping local families and businesses thrive. Supporting individuals on their financial […]

Feeling incredibly grateful and humbled 💙 Our team has been nominated for the 2025 Spike Business Awards — recognizing the local businesses that make Port Moody such a special place to live, work, and grow. As a longtime Port Moody resident, this city isn’t just where we do business — it’s home. For over two […]

Welcome to the November issue of my monthly newsletter! Welcome to November – less commonly known as the anniversary of Pharoh Phever. Let me explain. King Tut’s tomb was discovered on November 4, 1922, by British archaeologist Howard Carter. After years of searching, his team found a step in the bedrock, that led to a […]

Federal Budget Revamp, FY 2025-2026 Today, Finance Minister François-Philippe Champagne presented his first budget. Mark Carney was elected Prime Minister with a mandate to transform Canada’s economy and reduce its dependence on trade with the United States. The Carney government’s inaugural budget emphasizes structural changes to strengthen the domestic economy and boost non-U.S. exports, and […]

Bank of Canada Lowers Policy Rate to 2.25% Today, the Bank of Canada lowered the overnight policy rate by 25 bps to 2.25% as was widely expected. This is the bottom of the Bank’s estimate of the neutral overnight rate, where monetary policy is neither expansionary nor contractionary. The economy will grow at about a […]

Here’s a true story that shows why it matters who you trust with your mortgage. A young couple recently had their mortgage declined by their bank — even though they were fully qualified. Why? The branch adviser misread their income, and once the file was declined, there was no second chance. They lost out on […]

Welcome to the October issue of my monthly newsletter! PSL (or pumpkin spice latte for the unfamiliar) season is in full swing and love it or hate it, a 20-million-latte-strong annual sales figure (for Starbucks alone!) is a cultural phenomenon. It’s undeniably the flavour of fall in North America, supporting a billion-dollar plus industry and […]

Welcome to the September issue of my monthly newsletter! September is a polarizing month – back to school and the end of summer but also the beginning of fall and pumpkin spice everything season. And honestly, this month’s newsletter articles are polarizing too. When looking at the fall housing market, experts are polarized in their […]