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New Episode of Hey Money, Get a Life!
Rethinking Wealth: Beyond Benchmarks and Towards Conscious Capital

Posted on: October 21, 2025

In a world where financial success is often measured by income or net worth, Daniel Evans, CFP® offers a refreshing perspective. In this episode of Hey Money, Get a Life!, Daniel shares his journey from the investment world to a holistic approach to financial planning with Money Coaches Canada, emphasizing the importance of “conscious capital.”

The Journey to Conscious Capital

Daniel’s story begins in the back of an economics classroom, where a professor’s words about wealth sparked his curiosity. Initially driven by the allure of money, Daniel spent years in wealth management only to realize that true fulfillment lay beyond mere financial metrics. His transition to Money Coaches Canada marked a shift towards helping clients measure their “return on life” rather than just their financial returns. Continue reading →

Posted in Money Coaching


Introducing Money Coaches Canada’s new Podcast Series:
Hey Money, Get a Life!

Posted on: September 16, 2025

There’s a new podcast on the block, and it’s here to shake up the way we think about money. Hey Money, Get a Life! is all about flipping the script on financial stress, money anxiety, and the pressure to “have it all together.”

Hosted by Jodie Stauffer, a certified financial planner with Money Coaches Canada, the show offers a light-hearted, judgment-free space where money stops being the boss and becomes the assistant. As Jodie reminds us, money should never call the shots on the kind of life you get to live.

In this series, listeners will:

  • Discover how to feel in control, even when money feels stressful
  • Learn strategies for staying grounded in a hustle-obsessed world
  • Find humour and lightness when money feels overwhelming

With a mix of stories, strategies, and the occasional rant, Hey Money, Get a Life! helps listeners navigate the chaos of finances without losing themselves in the process. It’s about creating freedom, perspective, and maybe even a little laughter along the way. Continue reading →

Posted in Financial Planning, Money Coaching, Podcasts


How Divorce Can Affect Your Retirement

Posted on: August 19, 2025

By Annie Kvick, B.Ed, CFP®

The ending of a marriage is an unfortunate reality for many Canadians; it creates emotional upheaval for both partners and any children involved. But studies have shown that it generally impacts a woman’s financial well-being longer and more significantly than it does a man’s. This imbalance can have serious consequences for women approaching retirement.

This year, the theme for International Women’s Day was #AccelerateAction. Organizers want us all to do more of what works, faster, as we strive for gender parity. This is an important global initiative, but I believe it is equally important for women to take action NOW within their own lives—to be financially secure and confident, and ready for whatever life circumstances unfold. Continue reading →

Posted in Financial Literacy, Financial Planning, Relationship to money, Retirement savings


Planning Your Retirement with Confidence: A Video Series Featuring Steve Bridge, CFP®

Posted on: July 15, 2025

By Noel D’Souza, CFP®, Director, Communications

Steadyhand Investment Funds has released a must-watch three-part video series featuring our own Steve Bridge, CFP®.

In these videos, Steve offers practical advice and clear explanations to help Canadians confidently navigate retirement income planning — from understanding account conversions to mastering withdrawal strategies and overcoming the emotional hurdles of spending. Continue reading →

Posted in Financial Literacy, Financial Planning, Retirement savings


Choosing the right executor for your estate

Posted on: June 17, 2025

By Noel D’Souza, CFP®

Signing contractAppointing an executor for your estate shouldn’t be stressful, but it does require thoughtful consideration. To begin you should understand what the executor will be called upon to do.

As you would expect, your executor’s job is to see to it that the instructions outlined in your Will are carried out. To do so, he or she will be required to deal with courts, financial institutions, your beneficiaries and more, depending on the complexity of your estate.  In simple situations this may take as little as a few months, but more commonly the process can take from 12-18 months. Continue reading →

Posted in For your information, Will & Estate Planning


Staying On Track with Your Money

Posted on: May 20, 2025

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada

If there is anything that we have taken to heart over the past few years – and especially over the last couple months – it is that our world can be turned upside down when we least expect it and in ways we could not have imagined.

We need to be financially prepared, and mindful spending and intentional saving are paramount.

Do you have a solid system to manage your cash flow?

If so, great!

If not, it’s time to set one up. There is probably no single action you can take that will have a greater impact on your long-term financial well-being than taking control of your spending and saving. Continue reading →

Posted in Money Coaching


How to Live the Life You Want with the Money You Have

Posted on: April 15, 2025

By Sheila Walkington, Co-Founder and CFO

How to Live the Life You Want with the Money You Have

There’s a LOT going on in the world right now, and much of it is out of the control of the average person. At times like this, it can be useful – vital even! – to take a breath and focus on what IS within your control to create a fulfilling, happy life.

Money does not buy happiness. You’ve heard that before. Many studies of happiness have shown that relationships, a positive attitude, working towards goals and helping others, are at the core. Even exercise and pet ownership are considered contributing factors. How much money is in your bank account doesn’t even make the list.

On the other hand, constant struggle and worry about money can certainly rob you of happiness. Luckily, whether or not you struggle with money has less to do with how much you have and much more to do with your mindset. That’s why being a Money Coach brings me so much happiness. I have the opportunity to help people overcome their money struggles and gain mastery over their finances.

I also have the opportunity to dispel the misconception that money mastery is synonymous with giving up all the fun stuff you enjoy and thinking only of a distant retirement or being prepared for a “rainy day.” As a Money Coach, I don’t set your priorities; I help you determine what matters most to you. The approach Money Coaches Canada, co-founder Karin Mizgala and I developed in our book Unstuck, is focused on the concepts: Dream, Plan, Live. Continue reading →

Posted in Budgeting and Cash Flow, Money Coaching, Relationship to money


5 tax filing tips to save you time and money as you file your 2024 taxes

Posted on: March 18, 2025

By Noel D’Souza, CFP®
Director, Communications

Save Time and Money at Tax Time

If the thought of tax season makes you squirm, you’re not alone, but being prepared, filing on time and knowing what you can deduct will help you get the job done with more left over in your pocket.

As usual, this year’s income tax filing deadline is April 30th for most individuals. If you’re self-employed you have until June 15th to file (June 16th this year since the 15th falls on a Sunday), but any amounts owing to Canada Revenue Agency (CRA) are still due by April 30th.

While a couple of months would seem like plenty of time, the natural tendency to put off unpleasant tasks can leave you in a last-minute scramble to find receipts for children’s activities, medical expenses or other deductible expenses. A lot of tax time stress comes from a time crunch that is avoidable.

If you break the process down into manageable chunks, when it comes time to deliver your documents to your accountant or sit down to file from your computer, you will feel calmer and more organized.

Here are 5 tax filing tips to save you time and money:
Continue reading →

Posted in For your information, Small Business, taxes


Navigating Tumultuous Times

Posted on: February 27, 2025


The current political climate, both domestic and international, is causing many Canadians to feel stressed and uncertain about their jobs, finances, purchases, travel… broadly speaking, their way of life and prospects for the future. A few of our clients have asked their coaches, “What should we do to deal with what’s going on in the world?” 

To our clients, first of all know that you are working with an experienced financial professional who is on your side and works with your best interests at heart. When we say we’re here to help take the worry out of money, we mean it! Continue reading →

Posted in Financial Planning, Money Coaching


5 Investment Strategy Tips for the Soon-To-Be Retired

Posted on: February 18, 2025

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada

Investments

It’s not uncommon for folks approaching retirement to think that retirement planning is finally behind them. They’ve put in the years of saving and investing; now it’s time to Google hotels in Santorini, Greece, right? Well, it is… and it isn’t! There are many decisions about your savings and investments that you need to make to ensure that you can kick back and enjoy retirement. Continue reading →

Posted in Investing, Money Coaching, Retirement savings


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