Dwight Dobersheck, Financial Security Advisor

03/10/2026

FP Canada 2026 Financial Stress Index offers valuable insights into how Canadians are feeling about their finances.

Now in its ninth year, the survey reveals that while money remains the leading source of stress for Canadians, a meaningful shift is happening. Today, 85% of Canadians are actively working to reduce their financial stress.

Common strategies include the following:
 Saving more consistently
 Budgeting more intentionally
 Paying down debt

As a CERTIFIED FINANCIAL PLANNER professional, I see these efforts every day. Taking action and seeking financial planning advice focused on your goals can help you regain control and build financial confidence and resilience.

Interested in learning more about managing financial stress? Explore these helpful tools and resources: https://www.financialplanningforcanadians.ca/fsi-2026

12/24/2025

Happy Holidays!

May the blessings of the season bring you peace and joy.

12/21/2025

Let’s be real: The holidays are magical... but they are also a headache. 🤯

​Between the shopping lists, the family dinners, and the year-end budget crunch, your cortisol levels are probably spiking.

​I can help you with the financial stress (call me for a plan).

But for the physical stress, I’m teaming up with to help you unwind. 💆‍♂️

​I’m giving away a $100 Gift Card to Active Releaf to one lucky follower who needs a break.

​👇 HOW TO ENTER:

✅ ​Follow (I help you build wealth).

✅ ​Like this post

✅ ​Tag a friend who deserves a "silent night" (1 tag = 1 entry).

✅ ​ Bonus: Share this to your Story and tag me for 5 extra entries!

​Winner announced December 30, 2025.

Open to BC, Alberta and Saskatchewan residents only. Not affiliated with Instagram.

12/06/2025

December is chaotic. Don’t let your finances get lost in the shuffle. 🎄💸
​
Between holiday parties and gift shopping, it’s easy to forget the financial deadlines creeping up on Dec 31.

​But spending 20 minutes this week on these 4 moves can save you hundreds (or thousands) come tax time and set you up for a killer 2026.
​👉 Swipe through for the checklist.

​SAVE THIS POST ↗️ so you can reference it when you sit down to do your year-end review this weekend.

​And if you want to make sure you actually stick to your financial goals in the new year...
​👇 FOLLOW ME. On Jan 1, we start a 4-week series to turn resolutions into results. Let's get it. 👇
​

12/02/2025

It’s Giving Tuesday! And while generosity comes from the heart, the strategy comes from the head. Most people stop at Level 1 or 2, but if you want to maximize your impact (and your tax benefits), you need to look at the whole picture.

Here is the breakdown of the giving hierarchy:

🛒 Strategy 1: The Register Round-Up. We’ve all done it. It’s easy, but it’s essentially loose change giving. The downside? You generally miss out on the tax receipt because the amount is too small, and the store takes the credit for the bundle.

💳 Strategy 2: Direct Donation. The standard way. You pick the charity, you write the cheque. You get the tax receipt. Solid, reliable, effective.

📈 Strategy 3: Donating Investments. Now we’re cooking. If you donate appreciated stocks directly, you don’t just get a tax receipt—you also avoid paying capital gains tax on the growth. It’s literally a cheaper way to give more money.

🏛️ Strategy 4: Life Insurance. Want to leave a massive gift that you couldn't afford to write a cheque for today? Using life insurance allows you to leave a significant legacy, and often get tax receipts for the premiums you pay right now.

Which strategy are you using this year? Let me know below! 👇

08/05/2025

I stumbled upon this amazing street art in Paris, and I couldn't help but think about how perfect its message is for everyday life. "Knowledge + Action = Power."

This isn't just a cool slogan, it's the secret sauce to making things happen, especially with our finances!

You can read all the books and blogs about saving money or investing (that's the Knowledge part), but nothing changes until you take the Action. That's when you open that savings account, set up a meeting with a financial planner, or finally get that insurance sorted out.

And when you do, that's when you feel the Power! The power to feel confident about your future, the power to make your dreams a reality, and the power to stop worrying and start living.

Let's turn that knowledge into power together. What's one financial goal you're working toward this week?

07/24/2025

Happy International Self-Care Day! ✨

When you think "self-care," do you picture bubble baths and quiet moments?

While those are wonderful, let's talk about a different kind of self-care that brings long-term peace: financial planning!

Taking control of your money isn't just about numbers – it's a deep act of nurturing your future self. Imagine the relief and confidence that comes from having a clear roadmap for your financial dreams. Less stress, more freedom!

A strong financial plan means:

Clarity: Knowing where your money is going and where it can take you.

Confidence: Feeling secure about your choices.

Freedom: Living life on your terms, with less financial worry.

Ready to level up your self-care?
🎁 Win a Deluxe Self-Care Basket! 🎁
To celebrate this special day, I'm giving away a fabulous stress-free self-care basket (think luxurious candles, soothing bath bombs, and more!).

How to enter:
The best way to kickstart your financial well-being and enter to win this amazing basket is to schedule and complete a free introductory call with me! It’s a no-pressure chat where we can explore your financial goals.

Click below to book your free introductory call today and let's get your financial self-care journey started! Don't miss out on the chance to win that basket!

https://calendly.com/dwight-numofinancial/intro-meeting-1

Giveaway ends Aug 29th at 5 PM PDT. Winner notified September 2nd

07/23/2025

06/11/2025

It's time to stop feeling stuck and start thriving in your career and finances!

Join Leslie Fox, Career Transformation Coach, and Dwight Dobersheck, Financial Planner, for our free workshop Success on Your Terms designed to help you build wealth and boost your confidence.

Register today to gain the clarity and tools you need to achieve success on your own terms.

https://numofinancial.typeform.com/to/W8yMqf2a

01/23/2025

I'm excited to let you know that I have joined Numo Financial.

This will allow me to build my business and upgrade the level of service I provide to my clients.

Partnering with Numo Financial will provide access to high-level support from a dedicated administration team, more digital processes for a streamlined eperience and expanded knowledge base from partnering with seasoned industry professionals.

10/31/2024

This Halloween I dressed up as Bear Markets and talked about what I have learned about Bear Markets in my 20 years as a Certified Financial Planners Professional.

1) perspective
2) discipline
3) process

Do you want to work with a professional who has been through the worst of 2008 and learned important lessons that will see us through future Bear Markets?

Let's chat. Send me a DM

Thanks for the pic!