Categories: 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

Posted in 7 Stages of Financial Well-Being®, Financial Planning, Money Coaching


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

Posted in 7 Stages of Financial Well-Being®, Financial Planning, 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, 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

Posted in Ask Your Money Coach, Budgeting and Cash Flow, Money Coaching