Alexander Potter, CFP®

Confidential Tax Strategy Briefing

When Minutes Matter: A Year-End Reflection We Didn’t Expect

Alexander Potter, CFP®

Published on: 19/12/2025

As we approach the holidays, we’ve been reflecting on an experience we never expected — losing our home to a fire with only minutes to act. It reinforced some hard-earned lessons about preparation, resilience, and why risk planning matters most when life doesn’t follow the script. This short reflection is a reminder that good planning doesn’t prevent disruption — it preserves options when they matter most.

Blogs

Your Business Needs Cash. So Does Your Life. Here’s How to Choose Wisely.

Alexander Potter, CFP®

Published on: 21/11/2025

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.

Blogs

AI Financial Planner?

Alexander Potter, CFP®

Published on: 22/10/2025

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.

Blogs

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.

Blogs