By Noel D’Souza, P.Eng, CFP®
At Money Coaches Canada, we pride ourselves on “Taking the Worry out of Money”. We help our clients use their resources to live their best lives and map out how to achieve their highest goals, while respecting their values and preferences and preparing for the unfortunate and unexpected. It involves a good amount of introspection, to understand who you are and what’s important to you and communicate that to your “life team” – your loved ones and the professionals you hire to help make your plan a reality.
So, when we encountered Dr. Daren Heyland, a critical care physician, researcher, Professor of Medicine at Queen’s University and creator of Plan Well Guide, which has a similar mission but focused on healthcare, we thought we’d take a closer look.
I had the opportunity to ask Dr. Heyland some questions about Plan Well Guide: what it is, who it’s for, and why it’s so important, as well as work through the Guide myself. Continue reading
Our co-founder and CEO, Karin Mizgala, was recently invited to speak at an event hosted by Steadyhand Investment Funds. In this webinar, Karin and another leading independent financial planner, Jason Heath discuss questions and concerns that often arise as our clients approach retirement, including:
We have had plenty of conversations with our clients over the past two years, and while they were not immune from the financial and emotional turmoil, they have been more financially prepared and resilient than most. 
Money lessons start at home. Children and lots of young adults learn by watching and imitating their grownups. Just like teenage driving lessons, it’s all too easy to absorb mom and dad’s bad habits when it comes to money management. 
Being grateful has been shown to positively impact our lives. Our ability to experience and express gratitude influences our relationships, our emotional and physical health and even our careers. Yet, we also live in a culture that tells us we need more. This tension is never more obvious than during the Christmas season, with so much pressure for the “perfect” holiday.
Introduction
Here’s what Bruce and his team had to say:
