Category Archives: Financial Planning

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


The 5 Estate Planning Mistakes You Don’t Want to Make

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada A few months ago, my brother-in-law passed away. He had a heart condition but was only in his early 70’s so we were all unprepared to lose him so soon. … Continue reading

Posted in Financial Planning, Will & Estate Planning


Life After Work: Planning for and Living in Retirement

By Jenny Reimer, CFP® Director, Financial Planning Our co-founder and CEO, Karin Mizgala, was recently invited to speak at an event hosted by Steadyhand Investment Management. In this webinar, Karin and another leading independent financial planner, Jason Heath discuss questions … Continue reading

Posted in Financial Planning, Retirement savings


What You Need To Know About Filing Your 2021 Taxes

By Jenny Reimer, CFP® Director, Financial Planning Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to share some helpful tips for preparing your 2021 taxes. Since the traditional deadline … Continue reading

Posted in Financial Planning, taxes


Things to Consider When Deciding When to Take CPP and OAS

By Noel D’Souza, P.Eng, CFP® Introduction You’ve worked long and hard in Canada for years, quite possibly several decades, and now the finish line is in sight. Retirement. That Holy Grail. Just one minor thing: How are you going to … Continue reading

Posted in Financial Literacy, Financial Planning, Retirement savings


Aging Parents – Reversing the Roles

by Karin Mizgala MBA, CFP® I’m not sure when it happened, but several years ago I realized that the tables were turning in my relationship with my parents. Although still extremely healthy and vibrant at the age of 70, my … Continue reading

Posted in Financial Planning, Relationship to money


Our Top Tips for Navigating the New Financial Planning Reality

By Karin Mizgala, Co-Founder and CEO of Money Coaches Canada As we inch towards the end of the year, our team at Money Coaches Canada has been reflecting on the most talked about topics and conversations we’ve been having with … Continue reading

Posted in Financial Planning