Tag Archives: Money Coach
How to Enjoy Summer Without a Debt Hangover
By Sheila Walkington, Co-Founder and CFO Money Coaches Canada There is something about summer that makes us loosen the reins on our routines. We tend to eat more treats, and we let the kids stay up later. We enjoy more time with … Continue reading
Posted in Money Coaching
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
5 Ways A Money Coach Can Help You Win Your Own Financial Olympics
By Christine Williston, B.A., FPSC Level 1® In preparation for the 2010 Winter Olympics in Vancouver, our nation set out to “Own the Podium.” That program is still delivering the results as the recently concluded PyeongChang 2018 Olympic Winter Games aptly demonstrated. … Continue reading
Posted in 7 Stages of Financial Well-Being®, Money Coaching
Give The Gift of Financial Independence this Holiday Season
By Noel D’Souza, P.Eng, CFP® The holidays are a time of giving, but many Canadians are tired of spending money on “stuff” that is soon forgotten by kids and adults alike. As a result, there is growing interest in gifts that … Continue reading
Posted in Investing, Kids and Money, Money Coaching
Financial Literacy in Action
By Melanie Buffel, BA Psych, MBA Candidate November is Financial Literacy Month in Canada and this is a wonderful opportunity to learn from each other’s experience, sharing our knowledge and feelings about money. There are so many financial concepts, products and … Continue reading
Posted in Financial Literacy, Money Coaching, Relationship to money
I’m Fed Up with Paying High Fees; Should I Manage My Own Portfolio?
By Karin Mizgala, Co-Founder and CEO It’s been over a year since the Canadian Securities Administrators (CSA) implemented phase 2 of the Client Relationship Model, known as CRM2. If you have investments, you will have received two reports in 2017; the … Continue reading
Posted in Investing, Money Coaching, 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
Don’t Let Back to School Break the Bank
By Karen Richardson, FPSC Level 1® and Christine White, P.Eng., FPSC Level 1® The back to school cliché is that kids dread it and parents are gleefully counting the hours. But in reality, lots of kids are excited to go back to school (albeit … Continue reading
Posted in Budgeting and Cash Flow, Money Coaching
