Categories: 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
The Money Coaches Canada 2024 Conference – Building Stronger Connections
In May, the Money Coaches Canada team came together from across the country for our annual National Conference. This year we had the pleasure of gathering in Vancouver, BC, and our theme for this conference was Building Stronger Connections. We … Continue reading
Posted in Financial Planning, Money Coaching
How to Enjoy the Holiday Season without Paying for It in January
By Liisa Tatem, CPA, CA, CFDS, CFP® Christmas can be like a runaway sleigh. You’re bundled up and warm, enjoying the dips and turns of holiday fun, when you realize that your budget bounced off the sleigh into a snowbank and … Continue reading
How to Make the Most of Your Inheritance
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
Is Now a Good Time To Invest?
By Karin Mizgala, co-founder and CEO Money Coaches Canada In the conversations we’ve had with our clients in recent weeks, there is certainly concern and questions about the market and economic fallout from COVID-19, high inflation, and rising interest rates … Continue reading
Posted in Money Coaching
Better Coaching through Collaboration – The Money Coaches Canada 2023 Conference
An undeniable advantage of working together as a team – as we do at Money Coaches Canada – is the opportunity for on-going collaboration and mutual learning. In May the Money Coaches Canada team assembled to review what we do … Continue reading
Posted in Money Coaching
