Tag Archives: Noel D’Souza
Questions to Ask Your Financial Advisor
By Noel D’Souza, CFP® Director, Communications Getting good financial advice in Canada is tricky – trickier than it should be in my opinion. The main challenges facing someone seeking unbiased financial advice can be boiled down to the following three … Continue reading
Posted in For your information, Money Coaching
When Should I Take CPP? The Big Payoff if You Wait to Age 70
By Noel D’Souza, P.Eng, CFP® The Fear Of Missing Out (FOMO) is alive and well in Canada. It’s why we check our phones for emails and texts every minute, sign up for store sale notifications, and pile into speculative investments, … Continue reading
Posted in Retirement savings
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
Your Money, Your Life – A Discussion with Steadyhand’s Tom Bradley
Money Coach Noel D’Souza, P.Eng.,CFP® recently sat down with Tom Bradley, President and co-founder of Steadyhand Investment Management Ltd. to talk about what Steadyhand offers Canadian investors how it serves its clients and his perspective on personal finance in Canada. In … Continue reading
Posted in For your information, Investing
Money Coaches in Conversation – What you should understand about fees and financial advice
Recently Money Coaches Canada co-founder Karin Mizgala sat down with Money Coach Noel D’Souza to discuss the changing landscape of financial advice in Canada. Karin: As someone in the financial industry, it’s very common to be asked by people outside the industry, … Continue reading
Choosing the right executor for your estate
By Noel D’Souza, P.Eng, 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 … Continue reading
Posted in For your information, Will & Estate Planning
Book Review: Stop Over-Thinking Your Money by Preet Banerjee
I’ve met Preet Banerjee in person on several occasions, heard him speak and watched him on TV countless times, and engaged with him on social media. He’s extremely personable, a natural showman, and I get the sense that he really … Continue reading
Posted in Book Reviews, Money Coaching, Relationship to money
Tax preparation vs. tax planning – which do you do?
Last month, I invited my clients, Facebook and Twitter followers, friends, family, and other contacts to participate in Money Coaches Canada’s Money Monday event “Tips to Minimize Your Tax Bill”. The response was very positive. Most people HATE paying tax … Continue reading
Posted in Budgeting and Cash Flow, Relationship to money
