Categories: Money Coaching
How to Live the Life You Want with the Money You Have
By Sheila Walkington, Co-Founder and CFO There’s a LOT going on in the world right now, and much of it is out of the control of the average person. At times like this, it can be useful – vital even! – … Continue reading
Navigating Tumultuous Times
The current political climate, both domestic and international, is causing many Canadians to feel stressed and uncertain about their jobs, finances, purchases, travel… broadly speaking, their way of life and prospects for the future. A few of our clients have … Continue reading
Posted in Financial Planning, Money Coaching
5 Investment Strategy Tips for the Soon-To-Be Retired
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada It’s not uncommon for folks approaching retirement to think that retirement planning is finally behind them. They’ve put in the years of saving and investing; now it’s time to Google hotels … Continue reading
Posted in Investing, Money Coaching, Retirement savings
What Does A Money Coaches Canada Client Look Like?
Three Success Stories
By Noel D’Souza, CFP® There is still a lot of confusion around what a Financial Planner – never mind a Money Coach! – does, what kind of people work with a planner, and how might those clients benefit from the … Continue reading
Posted in Money Coaching
Welcoming our newest Money Coach, Jodie Stauffer!
We are thrilled to introduce our newest Money Coach and Financial Planner, Jodie L Stauffer, CFP®, who joined us in December 2024. Jodie has built her financial knowledge for over 25 years in a variety of professional roles, with experience … Continue reading
Posted in Financial Planning, Meet Our Money Coaches, Money Coaching
The Money Coaches Canada Difference
By Noel D’Souza, CFP® Director, Communications In our last post, we made a bold claim: investing in advice-only financial planning may be the best investment you’ll ever make. As Canada’s leading provider of advice-only financial planning and money coaching, Money … Continue reading
Advice-Only Financial Planning: The Best Investment You’ll Ever Make
By Noel D’Souza, CFP® Director, Communications When someone asks me what I do and I tell them I’m a financial planner, it’s not uncommon to see their guard immediately go up just a little bit. They often assume there’s a … Continue reading
Posted in Financial Planning, Money Coaching
Top 5 Money Challenges Faced by Small Business Owners
By Val Kumagai, BES, CFP®, Money Coach and Financial Planner Most people who start a business don’t do it for the sole purpose of making money. There are usually much easier ways to earn a living than to build a … Continue reading
Posted in Money Coaching
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
Are You On-Track To Retire in 10 Years? Do These 5 Things Right Now To Be Sure
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
