SaaS Wealth Insurance

SaaS Wealth Insurance Financial education from working with my 7 & 8 figure clients💰🇨🇦

I didn’t grow up with a family cabin, but I’ve always admired families who create a place for people to gather year afte...
07/16/2026

I didn’t grow up with a family cabin, but I’ve always admired families who create a place for people to gather year after year.

This year, we’re in the Shuswap - a recommendation from Kirk Wakefield, someone I respect a great deal. It has been one of those trips that reminds you how valuable simple family moments can be: kids playing, meals together, time outside, and space to breathe.

One day, I’d love to own a family cabin and be able to welcome friends and family regularly. For now, we’re trying different places, seeing what works for our family, and appreciating these moments as they come.

A place to get away.
A place to reconnect.
A place to build memories.
A place to think about the future and what you’re really working toward.

That’s a big part of why planning matters to me.

Not just building wealth, but building a life you’re grateful to come back to.

07/15/2026

If you are converting Canadian dollars to US dollars at your brokerage, you are probably overpaying. Most charge 1 to 2% on every conversion. On larger amounts, that adds up fast.

There is a workaround called Norbert's Gambit, named after a BC advisor who popularized it. Instead of paying the conversion fee, you buy an ETF that trades in both Canadian and US dollars, move the shares to the US side of your account, and sell them there. You end up holding US dollars for a couple of small trading fees instead of a fat conversion spread.

It takes a few days to settle and is not worth the effort on small amounts. But on a big conversion, the savings are very real.

🛎️ Follow for more tips like this every week!

07/14/2026

At : The Year In Vancouver Tech So Far, the panel took an honest look at what has actually played out this year. Major funding rounds, acquisitions, pivots, and how global shifts in AI, capital, and talent are showing up right here in the local ecosystem. Plus a candid look at what to watch heading into Q3 and Q4 💡

07/14/2026

We are halfway through 2026, and Vancouver tech has had a lot to say about it. Last night’s conversation made that very clear 🔥

At : The Year In Vancouver Tech So Far, the panel took an honest look at what has actually played out this year. Major funding rounds, acquisitions, pivots, and how global shifts in AI, capital, and talent are showing up right here in the local ecosystem. Plus a candid look at what to watch heading into Q3 and Q4 💡

A big thank you to the speakers who made the discussion so sharp and grounded:

🎙️ Kathryn Hayashi, CEO and Board Director
🎙️ Nicole Brassard, Vice President
🎙️ Sophie Ngo, Principal at TELUS Global Ventures
🎙️ Curtis Berlinguette, CEO at Miru

Thank you to , Shinjini Manchanda, and everyone for bringing the community together. And to for co-hosting.

If you were there, what stood out most to you? 👇

See you at the next VTJ Talks!

07/13/2026

It makes sense, we promise 🫩

The right financial plan has a lot of moving parts. That's exactly why you need someone who can break it all down and build it for you.

07/10/2026

You took money out of your TFSA and put it back in. Seems harmless. It might cost you a penalty 🟥

When you withdraw from your TFSA, you do get that contribution room back. But not until January 1st of the following year. If you re-contribute in the same year without room to spare, the CRA treats it as an over-contribution and charges 1% per month on the excess amount.

Most people have no idea this rule exists until they get the letter. The fix is simple. If you take money out, wait until the new year to put it back. Or check your available room on My CRA before you re-contribute.

🛎️ Follow for more tips like this every week!

07/09/2026

For our post on Linkedin and Instagram:

🎙️ Today’s episode of The Eh List 🍁 is live!

Today’s guest, Aaren Terrett, is the CEO of Vistera and a seasoned operator who has led teams at some of Canada’s most recognized companies, including Salesforce and Traction on Demand. Now he’s on a mission to change how professional services are delivered for Canadian businesses.

In this episode, Aaren breaks down what it really takes to lead a team through fundamental change, why the traditional professional services model is broken, and what a technology first approach to legal, HR, and financial management actually looks like in practice.

Whether you’re a business owner frustrated with the old way of doing things or a leader navigating your own transformation, this episode will challenge how you think about the future of your industry.

🎧 Listen to the episode here by clicking the link in my bio!

07/08/2026

There are plenty of AI tools trying to replace professional advisors. Lawyers, accountants, financial advisors.

There aren't many trying to change professional services for the better.

Aaren Terrett is one of them.

In this trailer for The Eh List 🍁, we sit down with the CEO of Vistera to talk about why the traditional model is broken, what it actually takes to lead a team through real change, and what the future of legal, HR, and financial services looks like for Canadian businesses.

If you're interested in how AI will disrupt industries, this is definitely the episode you should be listening to 🎙️

🗓️ Mark this one on your calendar, the full episode drops Thursday, July 9th.

🎧 Catch up on previous episodes by clicking the link in my bio!

07/07/2026

Have you noticed the price changing when picking out tickets for BC Place? Same game, different price, and it is not random 🏟️

It is called dynamic pricing. Instead of a fixed price, the cost moves up and down based on demand, timing, and how badly the system thinks you want it. Flights, rideshares, concert tickets. It is an algorithm reading demand in real time and charging the most it thinks you will pay

The defence is simple. Know the normal price before you shop, avoid buying in peak moments, and never let urgency make the decision for you.

🛎️ Follow for more tips like this every week!

07/06/2026

It’s not the market. It’s not the economy. It’s not your competitors.

If there’s no holdco, no tax strategy, and no financial plan behind your business, that’s where to start.

Stop pointing fingers. Start building the right structure.

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