About Cashflows and Portfolios

Why this site?

While many financial websites or blogs (some of them that are very good by the way) discuss a personal finance journey, share top stocks, or constantly revisit age-old debates such as investing or paying-down debt first, this site is different.

It’s different because it has you, the saver with any amount, and the investor at any age with your own portfolio, or the aspiring retiree with any net worth value, in our thoughts!

That’s because we are DIY investors too…

Cashflows and Portfolios is a site that will be dedicated to information, tools, financial case studies and low-cost services to support all DIY investors owned and managed by DIY investors.

Saving, Investing, Portfolios and Beyond!

With our free newsletter, you can sign-up below, we’ll share new content every month that supports DIY investors at any age with cashflow concepts, determining the best products or investments to consider when it comes to building wealth and growing your cashflow, and share for any aspiring retiree, how to manage and navigate that cashflow and your portfolio in retirement. 

Get wealthier via our free newsletter

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By signing up, you’ll be notified when any new content is posted. You’ll also get content only made available to our subscribers. We have a 100% no-spam policy – see our privacy policy here.


Get retirement ready using one of our low-cost financial projections solutions

With our low-cost services, we offer a couple of high-value, low-cost financial projections solutions to help meet the needs of any DIY investor. We’ve offer these solutions to Canadians because we believe saving, investing, portfolio building and monitoring should be a process – one that needs a bit of maintaince and ongoing support – but shouldn’t cost you thousands of dollars.

We know costs are important when it comes to support. We’re DIY investors too!

We (Mark and Joe) are personal finance bloggers with a combined experience of over 25 years in helping Canadians with their finances.  Mark is the founder, editor and primary writer at popular finance blog, My Own Advisor which was established close to 15 years ago! Joe is a father, engineer, investor, and an online community builder who has founded popular finance sites in Canada – some that span all the way back to 2005.

As founders, owners and content managers of Cashflows and Portfolios we want to offer up our time, expertise, services and solutions to other like-minded DIY investors.

Bottom-line, the cost for any retirement readiness solutions shouldn’t be for the wealthy. 

We also offer a money-back guarantee for all our solutions and services – something you won’t find anywhere else. 

Get your Retirement Projections

We look forward to supporting you.

Mark and Joe