Tag Archives: Financial Planning

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

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

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

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

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


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


Our Top Tips for Navigating the New Financial Planning Reality

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


Is Financial Freedom Still Possible?

By Karin Mizgala, co-founder and CEO Money Coaches Canada COVID-19 has rattled us to the core. It has threatened our health and taken lives. It has damaged our economy and taken livelihoods. It has physically kept us apart, yet we … Continue reading

Posted in Budgeting and Cash Flow, Investing, Money Coaching, Relationship to money, Retirement savings


Seven Ways to De-stress about Money

By Sheila Walkington, BBA, CFP® Everyone experiences stress as a natural reaction to certain events or circumstances. The severity of the reaction will, of course vary from individual to individual. For example, some love the sound of thunder while others … Continue reading

Posted in Money Coaching, Relationship to money


A Financial Plan is a Roadmap

In today’s hectic world, most people have neither the time nor the expertise necessary to navigate the financial complexities of modern life. They need help making sense of it all, and would benefit from a comprehensive, thoughtful approach to money … Continue reading

Posted in Investing, Money Coaching


Don’t Let Short-Term Events Impact Your Long-Term Investing Success

By Anthony Larsen, BAS, CFP® Investment success can be reduced to four simple words: buy low, sell high; just as diet success can be boiled down to: eat less, move more. So why aren’t we all wealthy and in stellar health? … Continue reading

Posted in Investing, Money Coaching, Retirement savings