As we continue with Part 3 of our series on the emotional side of money, we invite you to reflect on the thoughts, feelings, and beliefs that financial decisions can bring to the surface. Our perception in the moment is not always our clearest perception. Emotions, uncertainty, and outside influences can sometimes lead us away from our long-term goals. One of the most effective ways to build financial success is to remove unnecessary decision-making from the process. By makin

part 2 of our series of discussing and debunking why we think the way we do about our finances. Cognitive biases that shape financial decisions come from all aspects of our life, read Your Brain and Your Finances below to learn more. There are also some tips to optimize your retirement income.

Understanding our personal biases when it comes to our finances can open possibilities to greater opportunities. Know your limiting beliefs

As we move further into the year, there are certainly no shortage of things competing for our attention. Many are busy gathering documents and preparing for income tax season, while at the same time world events continue to unfold in ways that can surprise, concern, and stir strong emotions. Check out how to not leave money on the table with your taxes this year in the article below.

Creating a thoughtful estate plan is one of the greatest gifts you can give your family — providing clarity, reducing stress, and ensuring your wishes are honored. True peace of mind comes not only from having documents in place, but from having meaningful conversations with loved ones about what matters most.

Harness Investment Management Market Ethos Dividend Depression The TSX is up 6.2% year-to-date while the DJ Canada Select Dividend Index (good proxy for dividend investing) is up a paltry 1.0% and the 1 year performance lag is even bigger. Begging many investors to ask - what the bleep is wrong with my dividend stocks? This week's edition dives into the dividend space that is now trading at historically high valuation spreads to the overall market with some really juicy yiel

The entire city shimmered under a blanket of sparkling white, as if we had stepped into a winter fairy tale. Moments like these invite reflection—on where we’ve been, where we’re going, and the intentions we set as we move forward. Nose Hill during the frost, January 2026 In this article, we explore five powerful ways financial health shapes personal growth. When life brings disruption—whether planned or unexpected—having clarity and intention around your financial wellness c

Wishing you and yours all of the very best for the holiday season. May 2026 bring you good health, prosperity and much happiness. It is my honour to be part of your financial journey and I look forward to the next year. It’s been a year full of unexpected turns and meaningful progress. When we choose to maintain a positive perspective , even the toughest challenges become more manageable with patience, time, and a thoughtful process. As the holidays approach, I encourage

It’s action time. We talk about being mentally prepared, now is the time to get physically prepared to set yourself up for Smart Tax planning. This is also that time of year where talented and creative people share their creations in winter fairs. Check out Winter Markets in Calgary and Victoria The Market Ethos discusses that markets are moving, read all about it in the article below. Harness Investment Management Market Ethos Is This The Start? On Friday the S&P

Explore the work, here is Benagil Cave in Portugal When you think of financial planning, exploration and curiosity may not be the first...