Categories: Financial Planning
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
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
What You Need To Know About Filing Your 2022 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 highlight a few changes to be aware of and share some helpful tips … Continue reading
Posted in Financial Planning, taxes
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
