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As a financial planner, I’ve had a unique view into the full financial picture of thousands of Canadians and have read countless studies. 

My experience spans clients of varying financial backgrounds, as well as countless conversations with readers of my blog, friends, and acquaintances. 

Although our clients may not represent the entire population—they tend to have higher incomes, are growth-focused, and always work with a clear plan—my broad exposure has helped me form a solid understanding of what wealth really is and the common ways people achieve it.

In my latest podcast episode I’ll cover some key questions that get to the heart of wealth.

You’ll learn: