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

Blogs
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.

Blogs
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.

Blogs
Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your

Business

Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your Business

Don’t Choose—Combine: The Power of Financial Planning and Accounting for Your

BusinessAlexander Potter, CFP®
Published on: 17/05/2025

Most business owners rely on accountants—but that’s only half the equation. Learn how pairing a financial planner with your accountant can help you reach your goals faster and more efficiently.

Blogs