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Money talk, in plain language
Short reels on insurance, investing, and everyday money habits. Watch them here, then follow along on Instagram and Facebook.
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Watch, learn, and ask me anything
Reel · Nov 2, 2026
Does culture change the way we think about money?
Canada is home to people from around the world, many of whom arrive with years of financial habits already in place. This reel looks at how culture shapes those habits.
Reel · Oct 30, 2026
Things I wish I knew before becoming a financial advisor
I didn’t always have it figured out. Mistakes with debt, plans I didn’t follow, and what I learned from them.
Reel · Oct 28, 2026
Telltales of bad financial advice, part 3: disclosures
Trust shouldn’t replace transparency. What to ask about compensation, your personal information, and the companies a professional works with.
Reel · Oct 26, 2026
Telltales of bad financial advice, part 2
If someone recommends a product before understanding your goals, ask more questions, especially if they only offer one company’s products.
Reel · Oct 23, 2026
Telltales of bad financial advice, part 1
Nice charts, big promises, fast talking. Before taking advice online, ask who is giving it, what their qualifications are, and what they’re selling.
Reel · Oct 21, 2026
Who actually controls a life insurance policy?
It’s not always the person whose life is insured. Here’s what the owner, life insured, and payor each do.
Reel · Oct 19, 2026
How long could you keep paying your bills?
Losing your job is hard enough. This reel asks how long you could keep covering your mortgage and bills, and why it helps to know now.
Reel · Oct 16, 2026
Segregated funds vs. mutual funds
They can look similar on the inside but work very differently. A look at guarantees, named beneficiaries, and other features.
Reel · Oct 14, 2026
Is your TFSA just sitting there?
A TFSA isn’t an investment itself. Think of it as a shopping cart that can hold different eligible investments.
Reel · Oct 9, 2026
This weekend I’m not spending any money
It starts with “it’s just $20.” A lighthearted look at how small expenses add up without you noticing.
Reel · Oct 7, 2026
Cash value in permanent life insurance: how is it taxed?
Episode 2. The ways you may be able to access cash value in a permanent policy, and the potential tax implications.
Reel · Oct 5, 2026
What does cash value mean in permanent life insurance?
Not all permanent life insurance works the same way. A look at how T100 and whole life differ.
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If a reel raised a question about your own situation, I’m happy to talk it through.
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