Category Archives: Money Coaching

Financial Literacy in Action

By Melanie Buffel, BA Psych, MBA Candidate November is Financial Literacy Month in Canada and this is a wonderful opportunity to learn from each other’s experience, sharing our knowledge and feelings about money. There are so many financial concepts, products and … Continue reading

Posted in Financial Literacy, Money Coaching, Relationship to money


I’m Fed Up with Paying High Fees; Should I Manage My Own Portfolio?

By Karin Mizgala, Co-Founder and CEO It’s been over a year since the Canadian Securities Administrators (CSA) implemented phase 2 of the Client Relationship Model, known as CRM2. If you have investments, you will have received two reports in 2017; the … Continue reading

Posted in Investing, Money Coaching, Retirement savings


Financial Literacy Starts at Home

By Sheila Walkington, Co-Founder and CFO Money Coaches Canada When it comes to topics of money and Canadians, Money   Coaches Canada has a great vantage point. Through our interactions with clients, our involvement with the media, our  frequent blog posts … Continue reading

Posted in Kids and Money, Money Coaching, Relationship to money


Don’t Let Back to School Break the Bank

By Karen Richardson, FPSC Level 1® and Christine White, P.Eng., FPSC Level 1® The back to school cliché is that kids dread it and parents are gleefully counting the hours. But in reality, lots of kids are excited to go back to school (albeit … Continue reading

Posted in Budgeting and Cash Flow, Money Coaching


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


How to Live the Life You Want with the Money You Have

By Sheila Walkington, Co-Founder and CFO Money does not buy happiness. You’ve heard that before. Many studies of happiness have shown that relationships, a positive attitude, working towards goals and helping others, are at the core. Even exercise and pet ownership … Continue reading

Posted in Budgeting and Cash Flow, Money Coaching, Relationship to money


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


How Can My Home Equity Support My Retirement Goals?

By Christine Williston, B.A., FPSC Level 1® For older Canadians, with a paid or almost paid mortgage, ever increasing home values feels like watching winning numbers come up in the lottery. But how best to cash in the ticket? Or should it even … Continue reading

Posted in Ask Your Money Coach, 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 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 over age 65 is $2.18-billion, and much of … Continue reading

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