BE IN THE KNOWMoney Insights
for First-Gen Professionals
Plain-language resources on investing, debt, retirement, family finances, and the emotional side of building wealth between worlds.
Why "I'm Doing Fine" Isn't a Financial Plan — And What Actually Is
You feel like you're doing fine with money, but could you actually prove it? Here's why a feeling isn't a plan, and the three questions, your destination, your starting point, and the full picture, that actually are.
What Are Index Funds and Why Do They Matter for Your Retirement?
You don't need to pick the right stock. You don't need to watch the market every day. You just need to start and stay consistent. Here's how index funds work, why they outperform most active strategies over time, and what Canadian investors need to know about TFSAs and RRSPs.
What Is an IPO — and Should You Buy In?
Every time a major company goes public, the hype is deafening. Before you act on it, here's what IPOs actually are, who really makes money on them, and why the data on first-year performance should give you pause — plus what to do instead.
Capital Gains Tax Increases: What You Need to Know
The 2024 Federal Budget has proposed increasing the capital gains inclusion rate for individuals, trusts, and corporations.
If your job pays your bills, don't worry about the increase in the capital gains inclusion rate.
Should I consider alternative investments?
The stock market isn't the only way to build wealth — but alternative investments like crypto, fractional real estate, and NFTs come with real risks most people don't talk about. Here's what to know before you diversify beyond the basics.
What is the best investment to make right now?
Spoiler: it's not bitcoin, an ETF, or real estate. The most overlooked investment you can make is in yourself — your mental health, your skills, your boundaries, and your financial literacy.
READY TO BUILD YOUR BRIDGE?You don't have to choose between your family and your future. Let me show you how.
If you're a first-gen professional who has built a successful career and is ready to build the financial system to match it, start here. Twenty minutes. No slides to download.
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