Search Results for: find advisor
Don’t Let Short-Term Events Impact Your Long-Term Investing Success
By Anthony Larsen, BAS, CFP® Investment success can be reduced to four simple words: buy low, sell high; just as diet success can be boiled down to: eat less, move more. So why aren’t we all wealthy and in stellar health? … Continue reading
Posted in Investing, Money Coaching, Retirement savings
Are You Ready for the Truth About Your Investments?
By Karin Mizgala, Co-founder and CEO Money Coaches Canada Choosing a focus word for the year ahead has become a popular New Year’s activity. Words like flourish and balance are trendy, unless you work in the financial services industry, where … Continue reading
Posted in Ask Your Money Coach, Financial Literacy, Investing, Money Coaching
How to Take Charge and Say Goodbye to Financial Chaos
By Sheila Walkington, co-founder and CFO Money Coaches Canada Do you remember the children’s game Chutes and Ladders? Players are moving forward and climbing the ladders when suddenly a roll of the die lands them on a chute that sends … Continue reading
Money Coaches in Conversation – What you should understand about fees and financial advice
Noel: However, even with this fee transparency, clients really don’t have a sense of how the fees they are paying compare to what options are available to them in the marketplace. So a client may be told they are paying $2500 … Continue reading
Meet our Money Coach: Annie Kvick
For many Canadians, taking charge of their finances feels like being asked to scale a mountain. They may feel overwhelmed, intimidated, or afraid of making a misstep that sends them tumbling financially backwards. Money Coach Annie Kvick, knows what it … Continue reading
Posted in Meet Our Money Coaches, Money Coaching, Retirement savings
Cracking your personal money code – the psychology of money
By Karin Mizgala, BA Psyc, MBA, CFP® Prescriptive advice is the staple of magazines and blogs. It’s often presented in easy to read lists with catchy headlines like: How to…. 3 ways to… 7 habits of…. We’ve all seen the format, we even use … Continue reading
Posted in For your information, Relationship to money
Understanding investment fees
Fee has become a four letter word. There is a lot of talk in the financial media about investment fees; is there enough transparency, are people getting what they pay for? Many Canadians would probably say they aren’t really sure … Continue reading
Posted in For your information
Are mutual funds still a good investment?
In spite of the controversy that surrounds mutual funds these days, they remain a principal source of investments for most Canadians, and for good reason. They can offer an attractive way to hold a broad range of investments. However, as … Continue reading
Posted in Investing
Testimonials
~ Glad we took the plunge! Val was amazing at being able to meet us where we were at, explain things more than once, and be friendly and supportive. Her knowledge is so vast, but delivered in a straightforward manner … Continue reading
Worthwhile Websites
Women’s Financial Learning Centre womensfinanciallearning.ca Canada Revenue Agency – tax information cra-arc.gc.ca Canada Revenue Agency – My Account cra-arc.gc.ca/myaccount Canadian Couch Potato canadiancouchpotato.com The Canadian Institute of Financial Planners cifps.ca Credit Counselling Society (debt, bankruptcy and loan calculators) nomoredebts.org Debtors … Continue reading
