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Blog

Brian Barsness | Jan 10, 2024

Business Owners - Don’t lose all your hard-earned money to taxes

Tax Planning
It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to
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Brian Barsness | Jan 10, 2024

Retirement Planning

Retirement
Finance
Lifestyle
Most of us understand the benefits of sensible retirement planning but when it comes to actually creating your personal retirement strategy and putting it into
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Brian Barsness | Jan 10, 2024

2024 Financial Calendar

Lifestyle
Retirement
Finance
Tax Planning
Savings
Stay ahead in 2024 with our comprehensive financial calendar! From tax filing to benefit distributions, we guide you through key dates like the $7,000 TFSA
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Toddler standing at the bottom of a stone staircase
Brian Barsness | Dec 18, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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grayscale photo of 1-21 Wall street signage by Chris Li courtesy of Unsplash.
Brian Barsness | Nov 24, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Brian Barsness | Nov 23, 2023

How will rising interest rates impact Canadians?

Savings
Investments
Retirement
Real Estate
Finance
You've likely heard much about interest rates, especially with how it is affecting house prices and mortgages. Rising interest rates will impact everyone
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Brian Barsness | Nov 23, 2023

2023 Personal Year-End Tax Tips

Tax Planning
wealth
Savings
Maximize your tax savings! Discover expert tips on investments, family deductions, retirement, and more in our latest article.
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Two yellow balloons with smiley faces on them
Brian Barsness | Oct 25, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Two women meeting in an office space.
Brian Barsness | Oct 6, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Brian Barsness | Sep 27, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Man sitting on bench in park
Brian Barsness | Sep 20, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in North America or abroad?
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Brian Barsness | Jun 27, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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