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Open Banking: Your Data, Your Control
Ok, I'm really excited. Maybe it's just the data nerd in me talking, but... is open banking FINALLY HERE?! Canada just confirmed that Open Banking is officially launching in 2026. (Phase 1. Phase 2 to come in 2027). Really? I'm not sure. But I'm taking it at face value (for now), because with this winter, I honestly need reasons to be excited. For years I've been using Mint (RIP), Monarch Money (for myself and with clients), Wealthica, Flinks, you name it. You log in and ha
Andrea Thompson
Feb 102 min read
Why we believe in 'Adaptive Financial Planning'... and are ditching the old paradigms
I knew that we had done something right, when she started crying. Do I normally want to make my prospective clients cry? Of course I...
Andrea Thompson
Apr 2, 20242 min read
A tale of 4 RESPs
Most individuals saving for their child's post-secondary education will do a standard deposit up to $2,500 per child per year to get the...
Andrea Thompson
May 3, 20234 min read
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