Tag Archives: Money Coach

Give The Gift of Financial Independence this Holiday Season

Posted on: November 22, 2017

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

Posted on: November 8, 2017

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?

Posted on: October 25, 2017

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

Posted on: September 13, 2017

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


How Can My Home Equity Support My Retirement Goals?

Posted on: June 7, 2017

By Christine Williston, B.A., FPSC Level 1® For older Canadians, with a paid or almost paid mortgage, ever increasing home values feels like watching winning numbers come up in the lottery. But how best to cash in the ticket? Or should it even … Continue reading →

Posted in Ask Your Money Coach, Money Coaching, Retirement savings


My Financial Advisor is Making More from My Investments Than I Am; What Should I Do?

Posted on: April 26, 2017

By Karin Mizgala, Co-Founder and CEO, Money Coaches Canada To say that many Canadians are cynical and wary of advice from the financial industry would not be overstating the situation. The idea of hidden fees and commissions buried in investment … Continue reading →

Posted in Investing, Money Coaching


How Do I Take Money From My RSP in Retirement?

Posted on: April 12, 2017

By Tom Feigs, CFP®, CET What do you think when you hear the term RSP? If you are like many people, you probably think: contributions. Certainly the banking industry focus is on RSP sales, because that’s where they make their money. … Continue reading →

Posted in Ask Your Money Coach, For your information, Retirement savings


I Make a Good Income, But Can’t Get Out of Debt. What Should I Do Differently?

Posted on: March 22, 2017

By Kathryn Mandelcorn, FMA You did all the right things. You went to school and earned a good education. You’ve worked hard and been promoted. You earn upwards of $100,000 a year; yet increasing debt has your stomach in knots. You … Continue reading →

Posted in Ask Your Money Coach, Debt


Ask a Money Coach: Which tax software would you recommend?

Posted on: February 22, 2017

  Around this time of year our Coaches are often asked which tax software they would recommend to individuals who would like to file their own taxes online.  Here is a round-up of responses on three of the most popular … Continue reading →

Posted in Ask Your Money Coach


How Do I Break Up With My Investment Advisor?

Posted on: February 22, 2017

By Steve Bridge, B.A. (Hons.), FPSC Level 1® How did you choose your investment advisor? If you are like many Canadians, your advisor is the one who had an open slot when you called your bank for an appointment, three, five … Continue reading →

Posted in Ask Your Money Coach, Investing