Tag Archives: legacy

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


The Joy of Giving Back

Posted on: September 23, 2020

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

Posted on: June 4, 2019

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