Alexander Potter, CFP® Most Canadian business owners make decisions that benefit the business but weaken their personal finances — or vice versa. The trick isn’t choosing one. It’s understanding the framework that keeps both strong.
Alexander Potter, CFP® Artificial intelligence can produce confident, polished answers. But in financial planning, asking the right questions — and having someone willing to challenge your assumptions — is where real value lives.
Alexander Potter, CFP® 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.
Alexander Potter, CFP® Trade numbers are fluctuating—exports and imports are shifting. The headlines scream “crisis.” Activity feels urgent. But your financial plan shouldn’t be