Categories: Financial Planning

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


The Challenge of Important, Not Urgent

By Noel D’Souza, CFP® Director, Communications “You cannot escape the responsibility of tomorrow by evading it today.” ― Abraham Lincoln We live busy lives. We’re pulled in so many different directions, sometimes it’s a wonder how we manage to get … Continue reading

Posted in Financial Planning


The Value of Financial Advice

By Jenny Reimer, CIM, CFP® Director, Financial Planning We’ve all seen the commercials and maybe even read an article that attempts to measure the value of financial advice. Simply put, most people who work with an advisor build more wealth … Continue reading

Posted in Financial Planning




Workcation: 5 Things you need to Know when Living and Working on the Road

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada To say that my husband Wayne and I are quite different is an understatement. He’s an artist and I’m a financial planner. Say no more! However, the one thing we … Continue reading

Posted in Financial Planning, Working on the road


The Secret to Financial Happiness in Challenging Times

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada The end of a year is often a time for reflection. What are we thankful for? What challenges did we face last year? What do we want from the coming … Continue reading

Posted in Financial Planning, Money Coaching, Relationship to money


A Surprising Challenge in Retirement: Spending What you Worked so Hard to Save

By Jenny Reimer, CFP® Director, Financial Planning Making the psychological shift from saver to spender can be surprisingly difficult for many new retirees. We often meet with clients who are hesitant to draw down their investments and who feel overwhelmed … Continue reading

Posted in Financial Planning, Retirement savings