Categories: Money Coaching
How to Enjoy the Holiday Season without Paying for It in January
By Liisa Tatem, CPA, CA, CFDS, CFP® Christmas can be like a runaway sleigh. You’re bundled up and warm, enjoying the dips and turns of holiday fun, when you realize that your budget bounced off the sleigh into a snowbank and … Continue reading
How to Make the Most of Your Inheritance
By Janet Gray, B.A., B.Admin, CFP®, EPC, CPCA Waiting for an inheritance is not a solid financial plan, but the fact is in the most recent available Survey of Financial Security (2019) Statistics Canada reported that the total net worth of … Continue reading
Is Now a Good Time To Invest?
By Karin Mizgala, co-founder and CEO Money Coaches Canada In the conversations we’ve had with our clients in recent weeks, there is certainly concern and questions about the market and economic fallout from COVID-19, high inflation, and rising interest rates … Continue reading
Better Coaching through Collaboration – The Money Coaches Canada 2023 Conference
An undeniable advantage of working together as a team – as we do at Money Coaches Canada – is the opportunity for on-going collaboration and mutual learning. In May the Money Coaches Canada team assembled to review what we do … Continue reading
Decluttering Your Money and Taking Control
By Karin Mizgala, co-founder and CEO Money Coaches Canada From January to April most Canadians are knee deep in financial paperwork. With tax and RSP season almost behind you, you may be left wondering what to do with all the … Continue reading
The Secret to Financial Happiness in Challenging Times
By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada The end of a year is often a time for reflection. What are we thankful for? What challenges did we face last year? What do we want from the coming … Continue reading
Do 6-Figure Professionals Need a Budget?
By Sheila Walkington, CFP® Co-founder and CFO Money Coaches Canada I know it’s only the middle of August, but “back-to-school” season is upon us. I always remember my mixed feelings of dreading the end of the summer but the excitement … Continue reading
6 Simple Keys to Financial Success
By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada To say it’s been a tough last few years is a big understatement. We were finally starting to plan for a more normal summer and wham, we’re now facing the … Continue reading
Money Coaches Canada Donates to the National Food Bank
Over the last 6 months, Money Coaches Canada has received 35 completed post engagement client surveys. For each completed survey, Money Coaches Canada donates $5 to Food Banks Canada. We recently made a $175 donation and would like to thank … Continue reading
Questions to Ask Your Financial Advisor
By Noel D’Souza, CFP® Director, Communications Getting good financial advice in Canada is tricky – trickier than it should be in my opinion. The main challenges facing someone seeking unbiased financial advice can be boiled down to the following three … Continue reading