Categories: For your information
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
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
5 tax filing tips to save you time and money
By Leslie Gardner, FPSC Level 1® Certificant in Financial Planning 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 … Continue reading
Posted in For your information, Small Business, taxes
Is your financial nest egg at risk of being scrambled?
By Sheila Walkington, Co-Founder and CFO Money Coaches Canada Names and minor details have been changed to protect privacy. Most Canadians recognize the importance of making plans for their future, creating a nest egg through RSPs, TFSAs, company pensions, real estate … Continue reading
Posted in For your information
Money Coaches in Conversation – What you should understand about fees and financial advice
Recently Money Coaches Canada co-founder Karin Mizgala sat down with Money Coach Noel D’Souza to discuss the changing landscape of financial advice in Canada. Karin: As someone in the financial industry, it’s very common to be asked by people outside the industry, … Continue reading
Glossary: Mortgage and Equity terms
Every profession, sport and hobby has its own expressions, jargon, and acronyms that can leave those less familiar with them a little lost or confused. Helping our clients understand the language of money is one of the things our coaches take pride in, … Continue reading
Choosing the right executor for your estate
By Noel D’Souza, P.Eng, 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 … Continue reading
Posted in For your information, Will & Estate Planning
Cracking your personal money code – the psychology of money
By Karin Mizgala, BA Psyc, MBA, CFP® Prescriptive advice is the staple of magazines and blogs. It’s often presented in easy to read lists with catchy headlines like: How to…. 3 ways to… 7 habits of…. We’ve all seen the format, we even use … Continue reading
Posted in For your information, Relationship to money
