Videos

Money Management

Click to watch these if you feel like you're winging it with your finances.

Protecting Your Money

Click to watch these if you're worried about making the right insurance choices.

Money Planning

Click to watch these if you're ready to take your finances to the next level.

For the Business Owners

Click to watch these if you own or operate a small business.

Money Management

How to Save Money Without Making More

How do you save money when struggling to make enough as it is? Here are a few ways you can save money without making more.

Making an Emergency Fund When You Don't Have the Money

There is one change you can make to build an emergency fund when you don’t have the money.

3 Easy Savings Plan Tips for Beginners

Today I’m sharing the 3 tricks we’ve been using to make saving easier. It’s helped us get out of some tight financial spots and helped us go on a 3 week vacation to Australia! I hope they work for you too.

3 Steps to Teach Your Kids to Save

Teach your kids healthy money habits and how to save using these 3 simple steps.

August 5 LIVE - Making the Most of "Extra" Money

We discussed investing during uncertainty, the magic of TFSAs, and managing debt right now.

Protecting Your Money

What is Disability Insurance?

There’s a type of insurance that’s painfully underrated. I’ve never understood why. It can save your life – or at least your lifestyle.

Buying Your First Life Insurance Policy

Here is the first thing you need to know when buying a life insurance policy.

Can I Get Insurance if I Smoke Marijuana Medicinally?

Since legalization in Canada, there have been changes with insurance and medicinal marijuana. Here is what you need to know about it.

What is Critical Illness Insurance?

Critical Illness Insurance is the perfect solution to illness concerns. But there are a few things you need to know about it.

The Family Talk You Need to Have

Today we’re going to tell you a story. Not that it could happen to you. These things always happen to other people.

What You Need To Know About Life Insurance

You know you need life insurance but don’t know where to start? This video will help.

When Should You Get Life Insurance?

Have you ever had a genuine question for a sales person but didn’t ask to avoid the sales pitch? That’s what we’re addressing here.

What Happens When You Apply For Life Insurance?

The Insurance process can seem intimidating when you’re not sure what to expect! From questions about your finances to personal health questions and tests. How does the process work?

Can I Get Insurance if I Smoke Marijuana in Canada

Since legalization, the insurance industry has changed its view on recreational marijuana. If you’re a regular toker, you need to watch this.

Money Planning

Preparing for a Financial Review

Watch the video and use our list to gather your financial information and prepare for a financial review with your Financial Planner or Money Coach.

The Value of Time & Money

Constantly feeling like there’s not enough time or money? Maybe it’s because you’re not recognizing the value of your choices.

How Much Does a Financial Planning Professional® Spend on her Wedding?

How much does a Financial Planning Professional® spend on her wedding? Not much. Here’s why.

for the business owners

Business Overhead Expense Basics

Does your business know what to do if you aren’t able to work?

What You Need to Know About Business Overhead Expense Insurance

BOE is an invaluable type of insurance – if you understand it.

Why Solo-preneurs Need Life Insurance

As a busy business owner, how often do you wish there were more hours in a day? That’s exactly why solo-preneurs need life insurance.

Government Benefits for Self-Employed Canadians

When you leave the 9-5 world, you leave behind the securities that come with it. There are a few important things you need to know about that!

What If I Get Hurt at my Side Hustle?

You’re making a bit of extra money with a side job, but will you be covered if you get hurt?