Tag Archives: Financial Planning

What to Do with Your Money After Paying Off the Mortgage

Posted on: May 14, 2024

By Noel D’Souza, CFP® Director, Communications It has been a long road, but you have finally… FINALLY paid off your mortgage. Congratulations!! Your home is now truly yours. Given the marked rise in interest rates over the last two years … Continue reading →

Posted in Financial Planning


Congratulations to Jenny Reimer,
our new COO!

Posted on: March 8, 2024

We are very pleased to announce that Jenny Reimer, Director of Financial Planning at Money Coaches Canada, has taken on the additional role of Chief Operating Officer (COO). Jenny has more than twenty years of experience in the financial services … Continue reading →

Posted in Financial Planning


How Much Do You Need to Retire?

Posted on: February 13, 2024

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


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


Cash Flow is EVERYTHING

Posted on: September 20, 2023

By Noel D’Souza, CFP® Director, Communications It has often been said that “Cash is King”, but when it comes to personal finance it wouldn’t be a stretch to say that it’s all about CASH FLOW. Cash flow planning is a … Continue reading →

Posted in Budgeting and Cash Flow


The 5 Estate Planning Mistakes You Don’t Want to Make

Posted on: September 21, 2022

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada A few months ago, my brother-in-law passed away. He had a heart condition but was only in his early 70’s so we were all unprepared to lose him so soon. … Continue reading →

Posted in Financial Planning, Will & Estate Planning


6 Simple Keys to Financial Success

Posted on: July 20, 2022

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada To say it’s been a tough last few years is a big understatement. We were finally starting to plan for a more normal summer and wham, we’re now facing the … Continue reading →

Posted in Money Coaching, Relationship to money


Life After Work: Planning for and Living in Retirement

Posted on: April 20, 2022

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


5 Tips for Surviving Economic Uncertainty

Posted on: March 2, 2022

By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada As uncomfortable as the pandemic has been, this collective “time-out” offered us the opportunity to reflect on what is working well in life and in our world, while shining a … Continue reading →

Posted in For your information, Investing


Our Top Tips for Navigating the New Financial Planning Reality

Posted on: December 16, 2020

By Karin Mizgala, Co-Founder and CEO of Money Coaches Canada As we inch towards the end of the year, our team at Money Coaches Canada has been reflecting on the most talked about topics and conversations we’ve been having with … Continue reading →

Posted in Financial Planning