Categories: For your information

Choosing the right executor for your estate

Posted on: June 17, 2025

By Noel D’Souza, CFP® Appointing an executor for your estate shouldn’t be stressful, but it does require thoughtful consideration. To begin you should understand what the executor will be called upon to do. As you would expect, your executor’s job … Continue reading →

Posted in For your information, Will & Estate Planning


5 tax filing tips to save you time and money as you file your 2024 taxes

Posted on: March 18, 2025

By Noel D’Souza, CFP® Director, Communications If the thought of tax season makes you squirm, you’re not alone, but being prepared, filing on time and knowing what you can deduct will help you get the job done with more left over … Continue reading →

Posted in For your information, Small Business, taxes


Are You On-Track To Retire in 10 Years? Do These 5 Things Right Now To Be Sure

Posted on: June 18, 2024

By Sandra Mann, CPA, CGA, QAFP®   With 10 years to retirement, your daydreams may be turning to a morning latte on your deck, instead of a tepid coffee on your commute. But before you buy that Life Begins at … Continue reading →

Posted in For your information, Money Coaching, Retirement savings


Exchange Traded Funds: Everything You Wanted to Know But Were Afraid to Ask

Posted on: April 16, 2024

By Daniel Evans, CFP® & Investment Coach Most Canadians are very familiar with mutual funds. In simple terms, a mutual fund is made up of a collection of individual stocks, bonds or other securities chosen by a fund manager with the … Continue reading →

Posted in Financial Literacy, For your information, Investing


How to Make the Most of Your Inheritance

Posted on: October 17, 2023

By Janet Gray, B.A., B.Admin, CFP®, EPC, CPCA Waiting for an inheritance is not a solid financial plan, but the fact is in the most recent available Survey of Financial Security (2019) Statistics Canada reported that the total net worth of … Continue reading →

Posted in Ask Your Money Coach, For your information, Money Coaching, Will & Estate Planning


Questions to Ask Your Financial Advisor

Posted on: May 18, 2022

By Noel D’Souza, CFP® Director, Communications Getting good financial advice in Canada is tricky – trickier than it should be in my opinion. The main challenges facing someone seeking unbiased financial advice can be boiled down to the following three … Continue reading →

Posted in For your information, Money Coaching


5 Tips for Surviving Economic Uncertainty

Posted on: March 2, 2022

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada As uncomfortable as the pandemic has been, this collective “time-out” offered us the opportunity to reflect on what is working well in life and in our world, while shining a … Continue reading →

Posted in For your information, Investing


5 Ways to Lessen the Impact of COVID-19 on Your Retirement Plans

Posted on: February 11, 2022

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada As we enter our third pandemic year, it can be tough to plan for the future. Retirement? What’s that? We’re just trying to make it through the day intact! This … Continue reading →

Posted in For your information, Investing, Money Coaching, Relationship to money, Retirement savings


Should I take CPP at age 60?

Posted on: January 9, 2020

By Barbara Knoblach, PhD, CFP® With every changing season or life stage, we tend to reflect and look towards the future. We hold memories close and feel excited about what is to come. Such reflection is an opportunity to pause … Continue reading →

Posted in Ask Your Money Coach, For your information


Income Tax Challenges for the Self-Employed

Posted on: April 24, 2019

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada When people choose self-employment, they are often attracted to the challenge and excitement of creating a business they are passionate about. They may look forward to a more flexible work schedule, … Continue reading →

Posted in For your information, Money Coaching, Small Business