Categories: Financial Planning
Navigating Tumultuous Times
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!
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
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
Advice-Only Financial Planning: The Best Investment You’ll Ever Make
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?
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
The Money Coaches Canada 2024 Conference – Building Stronger Connections
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
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
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!
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
Five Tips for a Financial Fresh Start in 2024
By Sheila Walkington, BBA, CFP® The new year is a great time to reflect on the past and look forward to the future, both personally and financially. Here are five tips for kicking off 2024 with a financial fresh start:
Posted in Financial Planning
