Dave on the joys of simplicity

Adopting a simpler approach to living has its rewards.

Dave may describe his life as “simple”, but there’s a lot to be said about seeking an unassuming lifestyle, and Dave will be the first to tell you that true happiness is not based merely on your possessions. After a successful career in a demanding field, and thanks to his careful financial planning and down-to-earth … read more

Ted and his thoughts on the changing workforce

The rise in use of freelance job apps has led to tremendous growth in the gig economy, but not all workers are benefitting equally.

It’s interesting to hear Ted describe how much easier it was for a young person to build a career back “in his day”. As Ted remembers it, in those days, if you had an undergraduate degree companies were eager to hire you and put you on the fast-track to middle management. Things have definitely changed … read more

Patricia and Ian on saving strategies and retirement

Watch this video to learn how Patricia and Ian finally became successful savers and how they are now enjoying retirement.

By all accounts, Patricia and Ian have adjusted well to retirement, thanks largely to having the foresight and discipline to plan for their financial needs. However, as they discuss in this latest Saversodes video, the path to getting there was not always smooth. As many Canadians know only too well, saving for retirement or any … read more

Maria on distinguishing needs versus wants

Prioritizing needs and wants is an important part of budgeting and saving for your future.

At some point or other, almost everyone struggles with the sensation of feeling a little “out of balance”. For those experiencing this phenomenon, the source can often be traced to some form of conflict or external stress. Not surprisingly, financial concerns are a frequent source of this conflict. And whether it’s managing your household expenses, … read more

Kevin on balancing his zest for life and fiscal responsibility

The FIRE (Financial Independence, Retire Early) movement seeks to redefine what it means to work and retire..

The expression carpe diem, loosely translated from the original Latin, means to “seize the day” or “live for the moment”. Today, this same sentiment is found in the expression “you only live once”, or, as you’ve probably seen online, “YOLO”! The idea of living for the moment is a wonderful sentiment and may make for … read more

Marc on staying true to his values

Socially responsible investing is a growing trend in Canada

By his own admission, Marc is a frugal individual. He also has a long history of trying to live in an environmentally responsible manner, and it is personally important for him that his investments align with his values and ethics. Marc may have been an early advocate for what we now refer to as Socially … read more

Jesse shares his dad’s budgeting advice

Budgeting tips for young adults

Jesse was fortunate that when he was still very young, his father explained the importance of budgeting and avoiding debt. Now, as a young adult, Jesse continues to put the lessons he learned from his father to good use. Budgeting for young adults If you’re just starting out in your career, you already know there … read more

Don on staying active in retirement

Staying active in your retirement years is key to staying healthy.

As you get to know Don, you’ll soon discover that he’s a meticulous planner. This is evident when he explains how he put a savings plan into place during his working career, to provide him with the income he would need to support his retirement. While Don may have had a good handle on the financial … read more