Setting Smart Financial Goals and Tracking Your Progress

Why do you need money?

What are you saving for?  

Do you know how much it will cost?

Before diving into picking the best bank account or credit card, it’s important to think big and determine what your financial goals are. Whether you want to buy a house, a new car, or to go on a three-month trip to Europe, we’ll show you how you can achieve those goals.

Download Your Money Gameplan Below

Google Drive

Microsoft Excel

Becoming Aware of Your Spending

We dislike the ‘b’ word as much as you do, but ‘budgeting’ is key in helping you become aware of your financial situation. We’ll provide the tools we’ve created to make budgeting less tedious, and show how you can still buy your coffee every day.
Also, we’ll show you how to pick the right credit card for you, and how to take advantage of the benefits they come with.

The Credit Cards we Use

ScotiaBank Gold American Express

MBNA Smart Cash Mastercard

RBC Visa Infinite Avion

TD First Class Visa Infinite

Crafting an ‘Easy-to-Maintain’ Investment Portfolio

Investing is terrifying, and most people are paralyzed when it comes time to start. The worst feeling is the thought of losing money. Luckily for you, investing is one of our favourite things to talk about.  

We’ll explain the different types of investments, and show you how to build an investment portfolio that you only have to check once a year. Oh, and we’ll tell you about the investments that financial advisors don’t tell you about (and they have good reasons not to).