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The Heart of Your Money

Apr 14, 2025

Whether you're just receiving your first paycheck or mapping out your retirement, understanding Canada's tax system is crucial for your financial well-being.

In this episode of Heart of Your Money, I break down marginal tax rates and progressive taxation in simple, practical terms. You'll discover why that "next dollar...


Apr 11, 2025

Markets are in turmoil as new tariffs shake investor confidence, but is this truly the crisis the headlines suggest? In this episode, we cut through the panic to reveal what these trade policies really mean for your portfolio. Get the straight facts on the recent US tariff announcements, understand their actual...


Mar 25, 2025

In a world increasingly focused on digital connection, there's something profoundly human about gathering in a circle to share stories.

My conversation with Fraz Wiest, Development and Community Engagement Administrator at Regina's Globe Theatre, explores how theatre creates authentic bonds that transcend...


Mar 10, 2025

Retirement should be about enjoying life, not worrying about taxes eating away at your hard-earned savings. Yet many Canadians unknowingly pay thousands more in taxes than necessary simply because their investments are in the wrong accounts. In this episode, I break down three critical types of...


Feb 24, 2025

What does your ideal retirement lifestyle look like? 

Before diving into investment strategies and portfolio allocations, we need to start with a more fundamental question: What truly matters to you? 

In this episode of Heart of Your Money, we explore how understanding your core values transforms financial planning from...