Designwealth

09/22/2026

6 wealth habits that work for you, even on your laziest day:
1.- Always pay yourself first - a cornerstone for creating Wealth
2. Automate your savings — set it once, forget it forever
3. The 24-hour rule — no willpower required
4. One account, one purpose — bills vs. fun money, sorted
5.  Automatic bill pay — no late fees, no mental math
6. Yearly subscription audit — 10 minutes, once a year

 Building wealth is about systems that do the work while you live your life.  

General information only, not personalized financial advice. Everyone’s situation is different — let’s chat if you want a plan built around yours.

Let’s build a life that is richly and uniquely yours.

09/18/2026

The money advice we absorbed as kids wasn’t wrong on purpose — it just wasn’t built for how life
actually works now.

General information only, not personalized financial advice. Everyone’s situation is different — let’s
build a life that is richly and uniquely yours.

09/08/2026

No pressure, no jargon — just the stuff 25-year-old me wishes someone had said.

General information only, not personalized investment advice. Everyone’s situation is different — let’s
build a life that is richly and uniquely yours.

09/03/2026

We get asked “what should I actually read about money” a lot — so here’s our real answer, no fluff, just
the 5 we keep coming back to.

Save this for your next library trip.

Which one have you already read —
and which one’s getting added to your list?

- The Richest Man in Babylon – George S. Clason
  - Simple Wealth, Inevitable Wealth – Nick Murray
  - The Psychology of Money – Morgan Housel
  - The Wealthy Barber – David Chilton
  - Predictably Irrational – Dan Ariely

General information only, not personalized financial advice. Book recommendations reflect general
education resources, not endorsements of specific investment strategies. Everyone’s situation is
different — let’s build a life that is richly and uniquely yours.

08/28/2026

Financial progress is in the little things. It looks like not panicking when your car needs a repair. It starts
with the small wins.

General information only, not personalized financial advice. Everyone’s situation is different — let’s
build a life that is richly and uniquely yours.

08/26/2026

The best budgeting system is the one you never have to think about.

Four accounts, one purpose each —
this removes the daily decision-making, not just the spreadsheet. Save this for whenever you’re ready to
set it up.

General information only, not personalized financial advice. Everyone’s situation is different — let’s
build a life that is richly and uniquely yours.

08/24/2026

Budgeting doesn't need to be complicated
The 20/50/30 rule, broken down:
20% → savings (future you says thanks)
50% → needs (rent, groceries, transportation)
30% → wants (the fun stuff)
Swipe through, save it, and use it as your starting framework — the exact split can flex depending on
your income, city, and life stage.

General information only, not personalized financial advice. The 20/50/30 split is a general framework —
your ideal split may vary based on income, city, and goals as individual circumstances vary.
Everyone's situation is different — let's build a life that is richly and uniquely yours.

08/20/2026

6 wealth habits that work for you, even on your laziest day:

1. Always pay yourself first - a cornerstone for creating Wealth
2. Automate your savings — set it once, forget it forever
3. The 24-hour rule — no willpower required
4. One account, one purpose — bills vs. fun money, sorted
5. Automatic bill pay — no late fees, no mental math
6. Yearly subscription audit — 10 minutes, once a year

Building wealth is about systems that do the work while you live your life.

03/28/2025

02/26/2025

Say hey to Rick! 👋

Rick is our Financial Strategies Analyst and brings a wealth of knowledge in the financial industry.

Rick enjoyed playing sports and used to play for the North Island Under 16 (and 18), he later attended Simon Fraser University with a soccer scholarship. Rick enjoys the great outdoors that Vancouver Island has to offer including, hiking, kayaking, and skiing!