Tag Archives: advice from money coach

How to Make the Most of Your Inheritance

By Janet Gray, B.A., B.Admin, CFP®, EPC, CPCA Waiting for inheritance is not a solid financial plan. But the fact is, that in 2018 Stats Canada reported that the total net worth of Canadians 65 or older was $2.30-billion, and much … Continue reading

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


How are we doing? – Client survey results and winner

Thank you to all of our clients who took the time to provide us with feedback on their experience working with their Money Coach. We take your comments very seriously and do our best to implement your suggestions. Penny from … Continue reading

Posted in Money Coaching, Survey