05/14/2026
Learning how to use investment accounts can save you thousands of dollars.
Atlantic Canada's Advice-Only Financial Planner.
I help Physicians, Business Owners, and Do-it-yourself investors build custom, effective and low-cost investment and cash flow strategies that outperform high-priced private wealth advisors.
05/14/2026
Learning how to use investment accounts can save you thousands of dollars.
03/09/2026
We Didn’t Start the Fire, But We Can Stop Feeding It “We didn’t start the fire / It was always burning since the world’s been turning.” - Billy Joel
“The noblest pleasure is the joy of understanding” - Leonardo da Vinci
Design your portfolio to meet your ability, willingness and need to take risk and market drops won’t derail your goals.
12/12/2025
Cash flow clarity comes from understanding your habits, not cutting your daily latte.
Three ways to make it easier:
1. Automate savings to ease decision-fatigue.
2. Track spending in broad categories, not line-by-line.
3. Prioritize money toward what genuinely improves your life.
𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧: If you had to pick one category to be more intentional with, which would it be?
11/30/2025
A budget doesn’t solve behaviour.
Awareness does.
11/28/2025
The best investment strategy is the one you can actually stick with.
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