Author: Tracy Theemes

Navigating a Post-Pandemic World

| Personal Financial Stories

As we navigate toward a post-pandemic world, it’s important to reflect on what has helped us get through the challenges of the past two years, and how we can use those skills to support us for future challenges. Having the right tools and supports in place can help us not only get through the challenges ...

Read More

Dollar-Cost Averaging

| Financial Planning, Market Insights

There is ongoing debate about the pros and cons of Dollar-Cost Averaging (DCA). This is a process where an investment is made, at regular intervals, regardless of an asset’s price. For example: Emily wants to contribute to her TFSA as part of a 5-year plan to save enough for a condo down payment. She has ...

Read More

What’s Next

| Financial Planning, Tools, Talks & Resources

What’s next? On one hand I want to say, “who the heck knows!?”. But on the other hand, I do know some things. Beginning in February, Kamal and I are going to deliver a six-part lunch hour workshop series called Cash Flow Connections, focusing on the connections that need to be made between knowledge, behaviour ...

Read More