Tag Archives: Money Coaches Canada

How Divorce Can Affect Your Retirement

By Annie Kvick, B.Ed, CFP® The ending of a marriage is an unfortunate reality for many Canadians; it creates emotional upheaval for both partners and any children involved. But studies have shown that it generally impacts a woman’s financial well-being longer … Continue reading

Posted in Financial Literacy, Financial Planning, Relationship to money, Retirement savings


Choosing the right executor for your estate

By Noel D’Souza, CFP® Appointing an executor for your estate shouldn’t be stressful, but it does require thoughtful consideration. To begin you should understand what the executor will be called upon to do. As you would expect, your executor’s job … Continue reading

Posted in For your information, Will & Estate Planning


How to Live the Life You Want with the Money You Have

By Sheila Walkington, Co-Founder and CFO There’s a LOT going on in the world right now, and much of it is out of the control of the average person. At times like this, it can be useful – vital even! – … Continue reading

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


5 Investment Strategy Tips for the Soon-To-Be Retired

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada It’s not uncommon for folks approaching retirement to think that retirement planning is finally behind them. They’ve put in the years of saving and investing; now it’s time to Google hotels … Continue reading

Posted in Investing, Money Coaching, Retirement savings


Are You On-Track To Retire in 10 Years? Do These 5 Things Right Now To Be Sure

By Sandra Mann, CPA, CGA, QAFP®   With 10 years to retirement, your daydreams may be turning to a morning latte on your deck, instead of a tepid coffee on your commute. But before you buy that Life Begins at … Continue reading

Posted in For your information, Money Coaching, Retirement savings


The Money Coaches Canada 2024 Conference – Building Stronger Connections

In May, the Money Coaches Canada team came together from across the country for our annual National Conference. This year we had the pleasure of gathering in Vancouver, BC, and our theme for this conference was Building Stronger Connections. We … Continue reading

Posted in Financial Planning, Money Coaching


Exchange Traded Funds: Everything You Wanted to Know But Were Afraid to Ask

By Daniel Evans, CFP® & Investment Coach Most Canadians are very familiar with mutual funds. In simple terms, a mutual fund is made up of a collection of individual stocks, bonds or other securities chosen by a fund manager with the … Continue reading

Posted in Financial Literacy, For your information, Investing


How to Enjoy the Holiday Season without Paying for It in January

By Liisa Tatem, CPA, CA, CFDS, CFP® Christmas can be like a runaway sleigh. You’re bundled up and warm, enjoying the dips and turns of holiday fun, when you realize that your budget bounced off the sleigh into a snowbank and … Continue reading

Posted in Ask Your Money Coach, Budgeting and Cash Flow, Money Coaching


Do 6-Figure Professionals Need a Budget?

By Sheila Walkington, CFP® Co-founder and CFO Money Coaches Canada I know it’s only the middle of August, but “back-to-school” season is upon us. I always remember my mixed feelings of dreading the end of the summer but the excitement … Continue reading

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


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