Tag Archives: financial literacy

What You Need To Know About Filing Your 2023 Taxes

By Jenny Reimer, CFP®, CIM COO and Director, Financial Planning Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to highlight a few changes to be aware of and share … Continue reading

Posted in Financial Planning, taxes


How Much Do You Need to Retire?

By Steve Bridge, BA (Hons.), CFP®  Retirement, or financial independence, ranks as one of people’s top financial goals. We’re currently in the midst of “RRSP Season”, and many Canadians are giving at least a passing thought to their eventual retirement. … Continue reading

Posted in Budgeting and Cash Flow, Retirement savings


The Hidden Benefits of Improving your Financial Literacy (and four steps to help you get there)

By Jenny Reimer, CIM, CFP® Director, Financial Planning November is Financial Literacy Month and there’s reason to celebrate. Canada has one of the highest financial literacy rates in the world (1), with a recent survey finding that 68% of Canadians … Continue reading

Posted in Financial Literacy


Life After Work: Planning for and Living in Retirement

By Jenny Reimer, CFP® Director, Financial Planning Our co-founder and CEO, Karin Mizgala, was recently invited to speak at an event hosted by Steadyhand Investment Management. In this webinar, Karin and another leading independent financial planner, Jason Heath discuss questions … Continue reading

Posted in Financial Planning, 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


The Trouble with Financial Literacy – It’s a Matter of Trust

By Sheila Walkington, co-founder and CFO Money Coaches Canada Every year, our nation dedicates an entire month to improving the financial literacy of Canadians, but we don’t seem to be making much progress. According to statistics provided by the Financial … Continue reading

Posted in Financial Literacy


Top 4 Money Challenges Women Face

By Karin Mizgala, co-founder and CEO Money Coaches Canada Canadian women have the freedom to create wealth, and make their own financial decisions, but it hasn’t always been that way. Less than 45 years ago, women had a difficult time … Continue reading

Posted in Financial Literacy, Investing, Relationship to money, Retirement savings


Have you had the talk?

By Karen Richardson, FPSC Level 1™ Kids are surrounded by sexy advertising everyday. And although you think you are being discreet, they see all the plastic cards in your wallet; credit cards, debit cards, even loyalty cards. You know it’s just … Continue reading

Posted in Kids and Money, Money Coaching


Occupy Wall Street – Getting the conversation started

By Karin Mizgala While no one seems to be able to figure out exactly what the Occupy Wall Street protesters are demanding, I’m not sure it matters. As David Suzuki points out in his article Occupy Wall Street Reflects Increasing … Continue reading

Posted in Investing, Relationship to money