Tag Archives: advice from money coach

How to Make the Most of Your Inheritance

Posted on: October 17, 2023

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 →

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


How are we doing? – Client survey results and winner

Posted on: July 4, 2013

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