Search Results for: find advisor
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
Posted in For your information, Money Coaching
My Financial Advisor is Making More from My Investments Than I Am; What Should I Do?
By Karin Mizgala, Co-Founder and CEO, Money Coaches Canada To say that many Canadians are cynical and wary of advice from the financial industry would not be overstating the situation. The idea of hidden fees and commissions buried in investment … Continue reading
Posted in Investing, Money Coaching
How Do I Break Up With My Investment Advisor?
By Steve Bridge, B.A. (Hons.), FPSC Level 1® How did you choose your investment advisor? If you are like many Canadians, your advisor is the one who had an open slot when you called your bank for an appointment, three, five … Continue reading
Posted in Ask Your Money Coach, Investing
Book Review: Findependence Day by Jonathan Chevreau
The editor of MoneySense magazine has written another book called Findependence Day: How to achieve Financial Independence — while you’re still young enough to enjoy it. This time it’s a financial novel telling a story, instead of the usual factual … Continue reading
Posted in Book Reviews
The Value of Financial Advice
By Jenny Reimer, CIM, CFP® Director, Financial Planning We’ve all seen the commercials and maybe even read an article that attempts to measure the value of financial advice. Simply put, most people who work with an advisor build more wealth … Continue reading
Posted in Financial Planning
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
Posted in Budgeting and Cash Flow, Money Coaching
The Hidden Benefits of Improving your Financial Literacy (and four steps to help you get there)
By Jenny Reimer, CIM, CFP® Director, Financial Planning November is Financial Literacy Month and there’s reason to celebrate. Canada has one of the highest financial literacy rates in the world (1), with a recent survey finding that 68% of Canadians … Continue reading
Posted in Financial Literacy
5 Tips for Surviving Economic Uncertainty
By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada As uncomfortable as the pandemic has been, this collective “time-out” offered us the opportunity to reflect on what is working well in life and in our world, while shining a … Continue reading
Posted in For your information, Investing
5 Ways to Lessen the Impact of COVID-19 on Your Retirement Plans
By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada As we enter our third pandemic year, it can be tough to plan for the future. Retirement? What’s that? We’re just trying to make it through the day intact! This … Continue reading
