Search Results for: find advisor
Things to Consider When Deciding When to Take CPP and OAS
By Noel D’Souza, P.Eng, CFP® Introduction You’ve worked long and hard in Canada for years, quite possibly several decades, and now the finish line is in sight. Retirement. That Holy Grail. Just one minor thing: How are you going to … Continue reading
Posted in Financial Literacy, Financial Planning, Retirement savings
How Should You Invest Your Extra Cash, is DIY Investing Right for You, What is the Best Investing Strategy for Retirement, and More
Karin Mizgala, CEO of Money Coaches Canada, and Daniel Evans, Advice-Only Financial Planner and Investment Coach, sat down recently to talk about choosing between the various investment options, investing strategies for retirement, and the impact from COVID-19. In addition to … Continue reading
Posted in Investing, Money Coaching, Retirement savings
Why Financial Literacy Isn’t Enough
By Karin Mizgala, Co-Founder and CEO of Money Coaches Canada November is financial literacy month, and this year is its 10th anniversary. Interesting timing with COVID-19 raging in our midst and financial well-being feels more precarious than ever before. There are … Continue reading
Posted in Financial Literacy, Relationship to money
Our Founders’ Story
In the early-1990’s, Karin Mizgala was on the fast track to success in the finance industry on Bay Street. Meanwhile, in a nearby tower, Sheila Walkington was launching her own promising career in financial services. While it would be years … Continue reading
Our Founders’ Story
A lot has happened over the past decade since we launched Money Coaches Canada in 2010. When Sheila and I started working together our initial desire was a simple one. We wanted to offer our clients truly independent and meaningful … Continue reading
Posted in Meet Our Money Coaches
Setting New Financial Goals during the Pandemic
By Sheila Walkington, co-founder and CFO Money Coaches Canada It’s been almost six months since phrases like; shelter-in-place, work from home, physical distancing, and social bubbles, have become part of the daily conversation. Wearing a mask in public started out … Continue reading
Posted in Money Coaching, Relationship to money, Retirement savings
The Financial Realities of Retirement during the COVID-19 Pandemic
By Karin Mizgala, co-founder and CEO Money Coaches Canada These are disquieting times. The way we live has been upended. For many Canadians, after their physical health, their financial well-being has been top-of-mind. And while many financial investments have bounced … Continue reading
Posted in Budgeting and Cash Flow, Money Coaching, Retirement savings
Will Impact Investing Thrive in a Post COVID-19 World?
By Karin Mizgala, co-founder and CEO Money Coaches Canada We invest to secure our future, and for years that predominantly meant securing our financial future. With that end in mind, a significant criterion for choosing an investment was its financial … Continue reading
Posted in Investing, Money Coaching
How To Invest Like a Professional
By Daniel Evans, BSc., CLU®, CFP® You work hard and understand how important an investment portfolio is to your financial well-being. However, simply owning an investment portfolio isn’t enough. The unfortunate truth is that most Canadians receive financial advice from … Continue reading
Posted in Investing
