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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 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


The 5 Estate Planning Mistakes You Don’t Want to Make

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada A few months ago, my brother-in-law passed away. He had a heart condition but was only in his early 70’s so we were all unprepared to lose him so soon. … Continue reading

Posted in Financial Planning, Will & Estate Planning


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

Posted in For your information, Investing, Money Coaching, Relationship to money, Retirement savings


Things to Consider When Deciding When to Take CPP and OAS

By Noel D’Souza, P.Eng, CFP® Introduction You’ve worked long and hard in Canada for years, quite possibly several decades, and now the finish line is in sight. Retirement. That Holy Grail. Just one minor thing: How are you going to … Continue reading

Posted in Financial Literacy, Financial Planning, Retirement savings


Decluttering Your Money and Taking Control

By Karin Mizgala, co-founder and CEO Money Coaches Canada With tax and RSP season behind you, you may be left wondering what to do with all the financial paperwork that has accumulated over the months or in some cases years.  … Continue reading

Posted in Budgeting and Cash Flow, Money Coaching