How One Business Owner Regained Control of His Finances — And What You Can Learn From Him

Dec 10, 2025 - Marco Liberatore

If you've ever felt like you're working harder but falling further behind, you'll relate to this story. Meet Daniel, a 43 year old contractor who ran a successful business but quietly carried a fear many Canadians won't admit:...

Read more

Why Affordability Is Canada’s Biggest Financial Problem — And How Households Can Adapt

Dec 01, 2025 - Marco Liberatore

Affordability has become the biggest financial concern for Canadians going into 2025. Rising shelter costs, elevated interest rates, and higher daily expenses are putting significant pressure on household finances. For many Canadians, most of their i...

Read more

How New U.S. Tariffs Impact Canadians — And What It Means for Your Financial Plan

Nov 24, 2025 - Marco Liberatore

The United States is rolling out new tariffs on a range of imported goods — from metals and batteries to technology components and consumer products....

Read more

How an IPP Helps Incorporated Business Owners Reduce Taxes

Nov 20, 2025 - Marco Liberatore

If you run an incorporated business, taxes probably feel like a partner who takes too much and contributes too little. And if you’re like most owners, retirement planning usually gets pushed to “later.” That’s where an IPP — an Individual Pension Pl...

Read more

How to keep your emotions in check in volatile times

Sep 10, 2025 - BMO Private Wealth

In the past year, market volatility has seemed to be the rule rather than the exception. The constant threat of tariffs and geopolitical instability might make you feel like you’re riding solo on an emotional roller coaster, but you’re not alone......

Read more