Category Archives: For your information

Five Steps to Setting Your New Year’s Financial Resolutions

By Sheila Walkington, Co-founder and CFO Money Coaches Canada A new year has begun, and after weeks of holiday spending, many of us are ready to pull-up our socks and create new financial habits. Maybe we resolve to lower our … Continue reading

Posted in For your information, Money Coaching, Relationship to money


How to Make the Most of Your Inheritance

By Janet Gray, B.A., B.Admin, CFP®, CHS, EPC, CPCA Waiting for an inheritance is not a solid financial plan. But the fact is, Stats Canada reports that the total net worth of Canadians 65 or older is $2.30-billion, and much of … Continue reading

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


Should I take CPP at age 60?

By Barbara Knoblach, PhD, CFP® The long summer evenings are over. The kids are back at school; homework, lessons and sports practice have begun to fill the family calendar again. Summer holidays and backyard BBQs are now just photo memories … Continue reading

Posted in Ask Your Money Coach, For your information


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

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada 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 carefully chosen by a fund … Continue reading

Posted in Financial Literacy, For your information, Investing


Questions to Ask Your Financial Advisor

By Noel D’Souza, CFP® Getting good financial advice in Canada is a tricky matter – trickier than it should be, in my opinion. The main challenges facing a seeker of financial advice come down to: Can I find someone qualified to … Continue reading

Posted in For your information, Money Coaching


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

By Sandra Mann, CPA, CGA, FPSC Level 1®   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 … Continue reading

Posted in For your information, Money Coaching, Retirement savings


Income tax challenges for the self-employed

By Melanie Buffel, BA Psych, MBA Candidate 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, or the … Continue reading

Posted in For your information, Money Coaching, Small Business


How Do I Take Money From My RSP in Retirement?

By Tom Feigs, CFP®, CET What do you think when you hear the term RSP? If you are like many people, you probably think: contributions. Certainly the banking industry focus is on RSP sales, because that’s where they make their money. … Continue reading

Posted in Ask Your Money Coach, For your information, Retirement savings


CPP Expansion: A Rare Opportunity to Fine Tune Your Retirement Plan

By Sandra Mann, MBA Financial Services, CPA, CGA, FPSC Level 1™ I’m sure you’ve heard by now that the Canada Pension Plan (CPP) is set for expansion beginning in 2019, but you may be wondering how the changes will impact … Continue reading

Posted in For your information, Retirement savings


Your Money, Your Life – A Discussion with Steadyhand’s Tom Bradley

Money Coach Noel D’Souza, P.Eng.,CFP® recently sat down with Tom Bradley, President and co-founder of Steadyhand Investment Management Ltd. to talk about what Steadyhand offers Canadian investors how it serves its clients and his perspective on personal finance in Canada. In … Continue reading

Posted in For your information, Investing