You Don’t Need a Big Portfolio to Get Real Wealth Advice
Winnie Tsang Winnie Tsang

You Don’t Need a Big Portfolio to Get Real Wealth Advice

Many Canadians believe they need to hit a certain number before they can get trusted financial help. They worry they don’t have enough yet, so they wait. All the while, hidden fees keep draining what they do have, and the bank treats them like a transaction instead of a person. At Open Concept, we believe wealth coaching should feel like an open door. You don’t have to cross some secret threshold to be taken seriously.

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Build Wealth Based on Your Money Personality Type
Winnie Tsang Winnie Tsang

Build Wealth Based on Your Money Personality Type

Most people assume that building wealth comes down to a simple equation to earn more than you spend. But even with clear goals and good intentions, many still struggle to follow through. The reason often lies deeper than budgeting or income. It's tied to your financial personality, the patterns, beliefs, and emotional triggers that shape how you handle money. These patterns affect how you view risk, security, freedom, and control, guiding every financial decision you make, often subconsciously.

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This Founder Did Everything Right—And Still Felt Stuck
Winnie Tsang Winnie Tsang

This Founder Did Everything Right—And Still Felt Stuck

Many small business owners look profitable on paper—but still feel stuck. This post explores why traditional budgeting often misses the mark, how misaligned spending habits drain momentum, and what it takes to build a business that actually supports your life.

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You’re Already Taking Risks. Are They the Right Ones?
Winnie Tsang Winnie Tsang

You’re Already Taking Risks. Are They the Right Ones?

You’re already making financial decisions that shape your future.
But if your plan isn’t built around what actually matters to you, it won’t hold up when life shifts.
Here’s how to spot the risks you didn’t know you were taking—and what to do next to feel more in control.

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