You Don’t Need a Product. You Need a Plan.

You Don’t Need a Product. You Need a Plan.

You Don’t Need a Product. You Need a Plan.Alexander Potter, CFP®
Published on: 26/08/2025

Financial planning isn’t about quick fixes — it’s about taking the right steps in the right order. This post breaks down how a planner helps you stay focused, adjust when needed, and move toward real financial freedom.

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Canada’s Real Estate & Trade Turbulence: Why Your Financial Plan Matters More Than Headlines

Canada’s Real Estate & Trade Turbulence: Why Your Financial Plan Matters More Than Headlines

Canada’s Real Estate & Trade Turbulence: Why Your Financial Plan Matters More Than HeadlinesAlexander Potter, CFP®
Published on: 30/07/2025

Trade numbers are fluctuating—exports and imports are shifting. The headlines scream “crisis.” Activity feels urgent. But your financial plan shouldn’t be

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Why Delaying Your Financial Plan Could Cost You — Or Not

Why Delaying Your Financial Plan Could Cost You — Or Not

Why Delaying Your Financial Plan Could Cost You — Or NotAlexander Potter, CFP®
Published on: 05/07/2025

Putting off your financial planning may feel harmless — even smart — when life is busy. But delay comes at a cost. Here’s what you gain, and what you risk, by waiting.

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The CRA Isn’t Your Partner – But Your Tax Strategy Might Be Helping Them

The CRA Isn’t Your Partner – But Your Tax Strategy Might Be Helping Them

The CRA Isn’t Your Partner – But Your Tax Strategy Might Be Helping ThemAlexander Potter, CFP®
Published on: 10/06/2025

There’s a saying among business owners: “Revenue is vanity, profit is sanity, and cash flow is reality.” But there’s another reality that doesn’t get talked about enough—how much of your hard-earned profit quietly ends up funding Ottawa’s priorities instead of your own.

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