Director, Communications
In our last post, we made a bold claim: investing in advice-only financial planning may be the best investment you’ll ever make.
As Canada’s leading provider of advice-only financial planning and money coaching, Money Coaches Canada and our associates go above and beyond to help you reach your goals. Every day, we deliver the clarity that comes from comprehensive financial planning and the peace of mind of having a money coach by your side to guide you along your financial journey.
While the cost of this service is not insignificant, we’re confident you will agree with the feedback we’ve received from thousands of clients: the long-term benefits of working with a professional Money Coach *far* outweigh the costs.
Here are just a few of the reasons Money Coaches Canada is an industry leader in delivering exceptional advice-only financial planning:
1. Certified Financial Planner (CFP®) designations: The financial professionals on our team have completed extensive coursework and exams. We continually upgrade our knowledge with regular education, both independently and through Money Coaches Canada.
2. Experience: We’ve worked with over 4,000 satisfied clients and handled a wide variety of financial situations, from simple to complex. Our coaches are all industry veterans, with over 150 years of combined experience! We work collaboratively with each other so our clients can benefit from this collective experience.
3. Integrity: We offer unbiased financial planning and advice. We do not sell investments, insurance, or other financial products – nor do we accept or pay referral fees or sell client data – which allows us to maintain the highest standards of independence. Many of us are founding members of the Financial Planning Association of Canada and uphold a fiduciary pledge. Putting our clients’ interests first is right in our Letter of Engagement.
[I] acknowledge my responsibility to adhere to FP Canada Standards Council Standards of Professional Responsibility and, at all times during this engagement, place your interests ahead of my own when providing professional services.
4. Full-Time Professionals: Our team is dedicated to your financial planning needs. Advice-only planning isn’t a side-gig to supplement our revenue… it’s the ONLY thing we do.
5. Established Firm: Money Coaches Canada has been providing advice-only financial planning and money coaching for over 14 years and has the largest team of advice-only financial professionals in Canada. We are not a start-up; our services and pricing reflect the stability and reliability of an established firm with experienced professionals.
6. Access to Thought-Leaders: At Money Coaches Canada, we have access to an array of financial planning, tax, and investment experts. We connect regularly with industry leaders in wills and estates, investment strategies, tax, insurance, behavioural finance and more. As a result, we are up-to-date with all things pertaining to personal finance in Canada.
7. Fostering Collaboration within Your Existing Financial Team: We work not only with a team of professionals within our firm, but also with other financial, accounting and legal advisors. We can coordinate with our clients’ financial and legal professionals to ensure everyone is working towards the same goals.
8. Highly Customized Advice and Service: Our initial plans are tailored to your specific circumstances, goals and money values and typically take between 25 to 35 hours to prepare (depending on scope and complexity). As professionals we work efficiently, but there’s no shortcut for thoughtful analysis.
After the initial engagement, our customized ongoing services assist with plan implementation, adapt to your changing circumstances, and ensure you steadily enhance your financial well-being. Financial planning isn’t a one-time event or a report sitting on a shelf gathering dust – it’s ongoing, active and dynamic!
9. Personalized Solutions: Unlike generic solutions, rules of thumb, “Googling it” or asking an AI bot, we offer services and advice tailored to your specific situation. As Money Coaches, we go even further and take into account your money personality and habits in co-creating a financial plan that works for you, and will help you build confidence, reduce stress, and establish healthy money management habits. We are truly taking the worry out of money for our clients.
10. Quality Tools, Systems and Resources: We use leading financial planning tools, encourage and ensure associates are up-to-date with continuing education, and invest in IT systems and processes to maintain the security and confidentiality of your data. Our aim is to provide an exceptional planning experience, and we always look for client feedback to see where and how we can do even better.
Ready to Get Started?
We said that working with an advice-only financial planner may be the best investment you’ll ever make. Take that investment even further by partnering with the experienced, caring and professional advice-only planners at Money Coaches Canada.
