Featured Content
Stop waiting for things to settle
If I had a nickel for every time a client told me, “Penny, I love what you do, but let’s circle back in three months once things settle down,” I’d probably be retired on a beach somewhere. But here’s the reality: Things don't settle down. Life doesn't just...
Capital Gains in Canada (2026): The Inclusion Rate Confusion, Cleared Up + The LCGE Win
By Penny Stayropoulos, CFA CIM TEP CFP FMA, Owner and Total Wealth Planner If you've been hearing about capital gains changes for what feels like forever, you're not alone. There was a lot of noise, a lot of debate, and (understandably) a lot of “So… what’s actually...
76% of Canadians rely on free advice from family, banks, or the internet: what's the risk of DIY financial planning?
By Penny Stayropoulos, CFA CIM TEP CFP FMA, Owner and Total Wealth Planner Here's a number that might surprise you: 76% of Canadians turn to free advice from family, friends, banks, or the internet when making financial decisions. On the surface, that makes total...
Is it Time for a Mid-Life Financial Audit? Why Most Canadians Wait: And Why You Don't Have To
Ever noticed how many of us hesitate to reach out for financial guidance, even when we know we "should"? You're not alone. Half of Canadians skip meeting with a financial advisor, even during crucial years when clarity matters most. But here's the thing: it doesn't...
Are You Planning for Wealth or Lifestyle? Here’s Why the Difference Matters
I'll never forget the conversation I had with Mark, a successful Toronto-based architect, last spring. He'd built an impressive investment portfolio worth over $2 million by age 45, but he looked miserable sitting across from me. "I've done everything right...
The Proven 3-Step Framework to Design Your Lifestyle Freedom Plan as a Busy Professional
Let's be honest – as a busy Canadian professional, you're probably juggling client meetings, deadlines, family commitments, and still trying to figure out how to build the lifestyle you actually want. Sound familiar? After working with hundreds of professionals across...
Good Neighbour Podcast w/ Jeff & Sean
Click Here: https://youtu.be/VpFnrr-c2T0?si=S9tzrZY0-9VKnMHr
From the farm to finances, portfolio manager cuts a path on her own terms | Investment Executive
Click Here: https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/from-the-farm-to-finances-portfolio-manager-cuts-a-path-on-her-own-terms/