SaaS Wealth Insurance

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

09/01/2026

Most people have never heard of this estate planning tool...

It is called an inter vivos trust. You move assets into a trust during your lifetime so they can be managed both now and after you are gone. It can help bypass probate, streamline the whole process, and keep things private for your family instead of playing out in public through the courts.

It is not the right fit for everyone and the tax details genuinely matter. But for the right situation, it is one of the most powerful estate planning tools available. Worth mapping out with a professional before you set one up.

🔔 Follow for more tips like this every week!

08/31/2026

5 things I will NEVER let my kids do after becoming a financial advisor 👇

💳 Get a credit card before they understand compound interest. That same math that grows your savings will bury you in debt just as fast.

💍 Rush into picking a partner without talking about money first. I’ve seen more finances get wrecked by the wrong partner than almost anything else.

📈 Invest in something they can’t explain in one sentence. If you don’t get it, you shouldn’t be putting money in it.

🏦 Go without an emergency fund. One flat tire or ER visit shouldn’t turn into a financial disaster, but I’ve seen it happen more times than I can count.

✍️ Co-sign a loan for anyone. Feels like helping out a friend until it’s your credit and your problem.

After years of watching people’s money decisions up close, you start seeing everyday choices a little differently.

What would you add to the list?

08/28/2026

AI infrastructure is one of the biggest conversations happening in Vancouver right now, and it is not slowing down 🔥

At : the panel tackled the real trade-offs behind the data centre buildout in BC. Clean energy vs. surging demand. Sovereign AI vs. community consent. Jobs and investment vs. cost to ratepayers and water supply. These are not simple questions 💡

A big thank you to the speakers who brought such an honest and grounded perspective:

🎙️ Christopher Chong, Founder and CEO at Skeena Data Center Corporation
🎙️ Kiersten Enemark, Director of B.C. Affairs Council of Canadian Innovators
🎙️ Sergio Toro, CEO at Aterio.io
🎙️ Mikayla Stewart, Co-Founder at Coldstart AI and Co-Founder/CTO at Athena Collective

Vancouver has become one of the front lines of the AI infrastructure buildout in just 18 months, and the decisions being made right now will shape what this looks like for years to come.

Thank you to William Johnson , Shinjini Machanda, and everyone Vancouver Tech Journal for continuing to bring the community together around the conversations that matter most.

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

See you at the next VTJ Talks!

08/27/2026

There is a demographic shift happening globally right now and it affects succession planning more than most business owners realize 🌍

Countries with aging populations are running into real labour shortages. It is shaping where investment and manufacturing flow around the world. Some regions are losing workforce capacity fast. Others are positioned to absorb it 📊

For business owners here, there is a local version of the same story worth sitting with. Who is actually going to run this business in ten years? Succession is not just a personal question anymore. It is becoming an economic one💡

08/26/2026

In light of everything happening between Canada and the US right now, it is easy to feel like the world is more divided than ever. But is it really?

In this clip from The Eh List 🍁 featuring George Anderson , we talk about the polarization of politics and why social media makes it look worse than it actually is. George shares something that stuck with me. When he shows up to community events, nobody is leading with what party they vote for. They are showing up because they want to help. They want their province to do well. They want people around them to be prosperous.

The echo chambers are loud. But if you step away from the screen and look at what is actually happening in your community, the picture looks a lot different. It is easy to get caught up in the noise. The people doing the real work are not on social media arguing about it. They are just showing up.

08/19/2026

In this clip from The Eh List 🍁 featuring Sanaz Lafuente, we dig into something that completely changes how you work and most people never think about it until they are already in the job.

At an established company, you are planning for next year. The roadmap is long, the timelines are comfortable, and the infrastructure is already there. At a startup, you are building for tomorrow. Literally. The speed is different, the pressure is different, and the way you solve problems is different because there is no playbook sitting on a shelf waiting for you.

08/18/2026

Everyone braced for tariffs to collapse global trade this year. That is not what happened. Something quieter did instead 🌐

Trade did not collapse. It shifted. Companies rerouted supply chains, found workarounds, and absorbed higher costs, especially in sectors like semiconductors, energy, and critical minerals. The disruption was not one big shock. It was a slow and largely permanent reshuffling of who supplies who 📊

If your business touches imports, exports, or overseas suppliers at all, this is worth watching closely. The costs did not spike and then disappear. They got baked in. And the businesses handling this well are not the ones who panicked. They are the ones who quietly rebuilt their supply chain assumptions and kept going 💡

08/17/2026

It really can be that simple: when you’re facing a big financial decision, call your financial advisor.

Before you ask ChatGPT, text your “friend who knows investing,” watch 20 YouTube videos, compare 10 different options and hope it all works out. Talk to someone who has helped clients through situations like yours hundreds of times.

Sometimes the best financial advice is knowing who to call first.

08/12/2026

In this clip from The Eh List featuring Steve Parr, founder and lawyer at Parr Business Law Law, we talk about something that sounds simple but changes everything: surround yourself with great people.

People who are always taking risks, always figuring things out, always doing things other people are not willing to do. Steve talks about how the work he does puts him around those kinds of people every day. And the takeaway is simple.

When you love the work you do and you are surrounded by the right people, it will never feel like working.

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

08/11/2026

There is one part of the world economists cannot stop watching right now, and it could send the global economy in two completely different directions. 🌍

The conflict in the Middle East has forecasters working with two scenarios. One where energy markets settle down and growth holds up. Another where disruptions keep going, energy stays expensive, and things slow down harder than expected. 📊

If you run a business, this hits you directly. Energy costs touch everything. Your shipping, your supplies, your overhead. Before you lock in any major costs or contracts for the back half of the year, it is worth knowing both paths are on the table. 💡

You cannot control which way it goes. But you can make sure your business has room to handle either one.

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