Categories: Financial Planning

Five Tips for a Financial Fresh Start in 2024

Posted on: January 16, 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

Posted on: July 19, 2023

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

Posted on: May 17, 2023

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

Posted on: March 15, 2023

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

Posted on: December 14, 2022

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

Posted on: October 19, 2022

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

Posted on: September 21, 2022

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

Posted on: April 20, 2022

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


Things to Consider When Deciding When to Take CPP and OAS

Posted on: November 17, 2021

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