Tag Archives: estate planning

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

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

The Value of Financial Advice

By Jenny Reimer, CIM, CFP® Director, Financial Planning We’ve all seen the commercials and maybe even read an article that attempts to measure the value of financial advice. Simply put, most people who work with an advisor build more wealth … Continue reading

Posted in Financial Planning

The Joy of Giving Back

By Karin Mizgala, co-founder and CEO Money Coaches Canada I think it’s safe to say that 2020 is a year none of us will forget. And even though we are optimistically making our way forward, the uncomfortable truth has settled … Continue reading

Posted in Money Coaching, Will & Estate Planning

How to Manage Your Inheritance

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada Canada is on the verge of a colossal transfer of wealth from one generation to the next. Baby Boomers are expected to inherit roughly $750 billion by 2026; the largest shift of … Continue reading

Posted in Ask Your Money Coach, Will & Estate Planning

Choosing the right executor for your estate

By Noel D’Souza, P.Eng, CFP® Appointing an executor for your estate shouldn’t be stressful, but it does require thoughtful consideration. To begin you should understand what the executor will be called upon to do. As you would expect, your executor’s … Continue reading

Posted in For your information, Will & Estate Planning

Estate planning – what happens if I die without a will?

Estate planning may sound grand, but it just means that you have made plans for what you want to happen when you die, if you are incapacitated, or near death. Essentially, it’s a gift you can prepare while you’re alive … Continue reading

Posted in Relationship to money, Will & Estate Planning