Todd Desberg, Certified Financial Fiduciary

Todd Desberg, Certified Financial Fiduciary Financial planning & CFO services for individuals and business owners. Certified Financial Fiduciary® Knowledge is power.

It is also the foundation for intelligent, well-considered decisions. Whether you have investment income or retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a Fiduciary Advisor, I am committed to helping people create solutions for their retirement assets. Once I understand your risk tolerance, time horizon an

d goals, I work diligently to develop a program that carefully balances investment risk with preserving principal. We create your retirement income plan and manage legacy assets with tax efficient wealth transfer strategies.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
09/07/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

09/04/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

08/31/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
08/28/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

When Should You Claim Social Security? Let's Map Your Strategy
08/24/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
08/21/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Is your retirement portfolio subject to “sequence of returns” danger?
08/17/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

08/14/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

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