Categories: Financial Planning

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 … Continue reading →

Posted in Financial Literacy, Financial Planning, Retirement savings


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 … Continue reading →

Posted in Financial Planning, Money Coaching


Welcoming our newest Money Coach, Jodie Stauffer!

Posted on: January 24, 2025

We are thrilled to introduce our newest Money Coach and Financial Planner, Jodie L Stauffer, CFP®, who joined us in December 2024. Jodie has built her financial knowledge for over 25 years in a variety of professional roles, with experience … Continue reading →

Posted in Financial Planning, Meet Our Money Coaches, Money Coaching


The Money Coaches Canada Difference

Posted on: November 12, 2024

By Noel D’Souza, CFP® Director, Communications In our last post, we made a bold claim: investing in advice-only financial planning may be the best investment you’ll ever make. As Canada’s leading provider of advice-only financial planning and money coaching, Money … Continue reading →

Posted in 7 Stages of Financial Well-Being®, Financial Planning, Money Coaching


Advice-Only Financial Planning: The Best Investment You’ll Ever Make

Posted on: September 17, 2024

By Noel D’Souza, CFP® Director, Communications When someone asks me what I do and I tell them I’m a financial planner, it’s not uncommon to see their guard immediately go up just a little bit. They often assume there’s a … Continue reading →

Posted in Financial Planning, Money Coaching


Living with Intention: How can we move from Survive to Thrive?

Posted on: July 16, 2024

By Jenny Reimer, CIM, CFP® COO and Director, Financial Planning One of my favourite parts of my work is helping our clients define their goals. Some goals are common, like buying a home or saving for a child’s education, and … Continue reading →

Posted in 7 Stages of Financial Well-Being®, Financial Planning, Money Coaching


The Money Coaches Canada 2024 Conference – Building Stronger Connections

Posted on: June 13, 2024

In May, the Money Coaches Canada team came together from across the country for our annual National Conference. This year we had the pleasure of gathering in Vancouver, BC, and our theme for this conference was Building Stronger Connections. We … Continue reading →

Posted in Financial Planning, Money Coaching


What to Do with Your Money After Paying Off the Mortgage

Posted on: May 14, 2024

By Noel D’Souza, CFP® Director, Communications It has been a long road, but you have finally… FINALLY paid off your mortgage. Congratulations!! Your home is now truly yours. Given the marked rise in interest rates over the last two years … Continue reading →

Posted in Financial Planning


What You Need To Know About Filing Your 2023 Taxes

Posted on: March 12, 2024

By Jenny Reimer, CFP®, CIM COO and Director, Financial Planning Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to highlight a few changes to be aware of and share … Continue reading →

Posted in Financial Planning, taxes


Congratulations to Jenny Reimer,
our new COO!

Posted on: March 8, 2024

We are very pleased to announce that Jenny Reimer, Director of Financial Planning at Money Coaches Canada, has taken on the additional role of Chief Operating Officer (COO). Jenny has more than twenty years of experience in the financial services … Continue reading →

Posted in Financial Planning