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Beyond The Numbers Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Beyond The Numbers, Financial planner, 1101 Kingston Road, Pickering, ON.

10/20/2026

Let’s talk about the conversation nobody wants to have… until it’s too late.

If you have kids, a partner, or aging parents, having a will matters more than you might think.

Without a will, you could leave your loved ones facing uncertainty, legal complications, and difficult decisions during an already emotional time.

And no, you’re not automatically off the hook just because you’re young or in a common-law relationship.

Your family deserves clarity. Your loved ones deserve a plan.

**Don’t leave the people you love guessing. Make the plan. Have the conversation.**

Not sure where to start? Start by asking the question.

Save this reel as your reminder — and send it to someone who needs to hear it.

*Ontario-specific information shared for general educational purposes, not legal advice.*





The financial mistakes that hurt the most aren’t always big, dramatic decisions.Sometimes, they start with “I’ll deal wi...
10/08/2026

The financial mistakes that hurt the most aren’t always big, dramatic decisions.

Sometimes, they start with “I’ll deal with that later,” “I didn’t know,” or “I thought I had that covered.” 👻

This month, we’re shining a light on the scary financial mistakes that can happen when we neglect, misunderstand, or delay important financial decisions.

The good news? Most are a lot less scary once you know what to look for. 🎃

Follow along this month — you might discover something worth dealing with before it comes back to haunt you.





09/30/2026

Do you check your weight every day? Just like your portfolio, it is going to move.

Up one day. Down the next. Sometimes for reasons that have absolutely nothing to do with your long-term financial plan.

The problem with checking constantly isn’t just that it can be stressful. It can make short-term noise feel like information you need to act on.

A good financial plan should give you something more useful to focus on: where you’re going, why you’re invested the way you are, and whether you’re still on track.

Maybe the better question isn’t, “What did my portfolio do today?”

It’s, “Is my plan still doing what it’s supposed to do?”

If you’re checking your investments more often than your actual financial plan, send me a message. Let’s talk.





09/23/2026

Being a bandwagon fan is one thing. Being a bandwagon investor? That could cost you. 🏈📈

Mike might not be from Buffalo, but he’s raising the next generation of Bills fans. And while cheering for your team is all about emotion, your investment strategy shouldn’t be.

It’s tempting to jump into whatever stock or fund had a great year. But by the time everyone is talking about it, you may have already missed the biggest gains.

The goal isn’t to predict next year’s winner. It’s to build a portfolio that makes sense for YOUR goals and stick with a strategy you believe in, even through the losing seasons.

Because building wealth isn’t about jumping on the bandwagon. It’s about having a game plan.

💬 Not sure if your investments are following a strategy or just following the crowd? Send us a DM. Let’s talk.





10% and $10,000 might be mathematically equivalent—but they don’t always feel equivalent.That’s one of the challenges wi...
09/14/2026

10% and $10,000 might be mathematically equivalent—but they don’t always feel equivalent.

That’s one of the challenges with understanding your investment risk tolerance.

It can be pretty easy to check a box saying you’d be comfortable with a 10%, 20% or even 30% market decline.

But when your portfolio gets larger, those percentages turn into some pretty meaningful dollar amounts.

And seeing those dollars disappear from your account—even temporarily—can make risk feel very different.

Good financial planning isn’t about eliminating market volatility. It’s about understanding how much risk makes sense for your goals and building a plan you can stick with when markets inevitably have a bad day, month, or year.





There’s no shortage of opinions about what you should be doing with your money.Save more. Invest differently. Buy a hous...
08/28/2026

There’s no shortage of opinions about what you should be doing with your money.

Save more. Invest differently. Buy a house. Don’t buy a house. Use this strategy. Avoid that one.

Some of that advice may be well-intentioned. Some of it may even be good advice.

But good advice for someone else isn’t automatically good advice for you.

The same goes for choosing a financial advisor. Their role shouldn’t be to hand you someone else’s version of financial success. It should be to understand what matters to you and help you make informed decisions that move your life forward.

Listen to the advice. Ask questions. Then make the choice that fits you.





08/24/2026

How does your financial professional get paid? If you’re not sure, it’s worth asking.

Commission, fees, salary—or a combination—the payment structure can influence the advice and services you receive. A good advisor should be able to explain their compensation clearly, without the financial jargon.

Understanding how they’re paid isn’t awkward. It’s transparency around making an informed decision about who you trust with your money.





One of the biggest misconceptions in personal finance is thinking one “financial advisor” can answer every money questio...
08/13/2026

One of the biggest misconceptions in personal finance is thinking one “financial advisor” can answer every money question.

In reality, different professionals specialize in different areas.

✔ Financial planning
✔ Investing
✔ Insurance
✔ Taxes
✔ Mortgages
✔ Legal planning

The trick isn’t finding *someone*.

It’s finding the *right* someone.

Save this post for the next time life throws you a money decision.

Part 2 is coming next: **What do CFP®, CPA, CFA, and QAFP™ actually mean?**





Not everyone who talks about money does the same job. Before you take financial advice, understand:who you are talking t...
08/06/2026

Not everyone who talks about money does the same job. Before you take financial advice,
understand:

who you are talking to

how they are paid

what they are qualified to do

and

whose interests they are serving.

This month we will be explaining the differences of valuable professionals to help you know who to ask which is just as important as knowing what to ask!





07/29/2026

Many families have turned to GoFundMe during some of the hardest moments of their lives. When medical bills, lost income, and everyday expenses pile up, asking for help can be the only path forward—and there’s no judgment in that.

This conversation isn’t about criticizing those who needed support. It’s about helping more people avoid being in that position if they have the opportunity to plan ahead.

In Canada, our healthcare system covers many medical costs, but it doesn’t replace your income if you’re unable to work. That’s where disability insurance and critical illness insurance can make a meaningful difference.

The goal isn’t to buy a policy because of fear. It’s to understand what would happen financially if your paycheque stopped.

If you’re not sure what your income protection gap looks like, send me a message. In about 15 minutes, we can map it out together so you can make informed decisions—no pressure, just clarity.





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1101 Kingston Road
Pickering, ON

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+19058372600

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