Planning and Investing with Bobby

Directions Website Contact the business

Planning and Investing with Bobby Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Planning and Investing with Bobby, Financial planner, Whitby, ON.

11/03/2026

Day 3 of 30 - 3 numbers you should know đź’°

Income, spending, and net worth are all connected. When you consistently spend less than you earn, you create opportunities to save, invest, pay down debt, and build wealth over time.

11/02/2026

Day 2 of 30 - Rocks are like bank accounts đź’°

On the island of Yap, enormous stones were once used as money. They were so large that ownership could change without the stones ever moving.

From ancient stone money to modern digital banking, money has always depended on something more important than the object itself: trust.

11/01/2026

Day 1 of 30 - What Is Money? đź’°

Money influences almost every aspect of our lives. But what actually makes it valuable?

At its core, money is a shared belief system that allows us to exchange our time, knowledge, and effort for the contributions of others.

When you think about it, it's a pretty extraordinary invention.

What does money mean to you?

10/31/2026

Financial Literacy Month 💰

I've set myself a challenge: 30 days, 30 videos exploring money, investing, financial planning, and the psychology behind our financial decisions.

The goal? Better understanding, better decisions.

Follow along, stay curious, and let me know what you'd like to learn!

10/27/2026

Investing isn't easy

10/20/2026

Are you making the most of your TFSA?

10/14/2026

Consumer confidence varies around the world, but it also varies by generation.

10/08/2026

Consumer confidence in the US just hit its lowest level in over 12 years

09/28/2026

RESPs can be a great way to save for your child’s education

3 mistakes to avoid:
- Starting too late
- Putting the investments on autopilot
- Not having a plan for withdrawals

Start early, manage it properly, and have an exit plan.

Follow to learn more about financial planning, investing and making the most of your money.

Investing MoneyTips

08/04/2026

5 ways to measure your financial health

Address

Whitby, ON

Alerts

Be the first to know and let us send you an email when Planning and Investing with Bobby posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Planning and Investing with Bobby:

Shortcuts

Share

Nearby finance companies