A big thank you to all of our clients who provided us with feedback on their recent experience working with a Money Coaches Canada associate.
Robin from Vancouver is the winner of a $100 Chapters card from our most recent survey respondent’s draw. Congratulations Robin!
What our clients are saying
Once again 100% of our clients reported that after working with a money coach they feel more in control of their finances and received good value for the fees that they paid. Read More
Good, Bad & Downright Awful in Canadian Investments Today
by Rob Carrick (Personal Financial writer at the Globe & Mail)
Written in 2010, post the financial market debacle of 2008-2009, this book offers a straight talking, no-nonsense, opinionated approach of the investment industry and particularly the various types of investment products. Filled with plenty of on-line resources, it’s a good read, with the benefit of hindsight for some key learning from the last downturn.
Investing in Real Estate
Have you been wondering about investing in real estate? There is a lot of discussion about it in the media these days. Are we in a bubble or is it still a solid investment? Many people are wondering if it is a good idea for them and just how they might get started. Join Karen Collacutt, Educator with the Women’s Financial Learning Centre and Director of Training with Money Coaches Canada and Joey Ragona, Real Estate Authority Coach & Investment Specialist with JDR Investments as they discuss what you need to know.
Listen to our Let’s Talk Money Podcast by clicking the link below:
Joey Ragona can be reached at his blog: www.EngagedInvestor.ca
Have you worked with a personal trainer? A coach for singing, soccer, weight loss or business?
Coaching moves you forward! Bruce Sellery speaks with our own Sheila Walkington about how Money Coaching shifts the money mindset and provides the proverbial kick in the butt that many need to be successful.
Have you been wondering if Money Coaching might be for you? Read on! http://www.moneysense.ca/2012/04/20/a-personal-trainer%E2%80%94for-your-money/
By Karen Collacutt, CFP, Certified Money Coach
Are your financial papers all over the place? Are bills and documents hard to find? Would you like more control over your household finances? Well, families and individuals who focus on their goals and dreams become more conscious about their spending and make better overall financial decisions.
If your papers are piling up and hard to find, your journey to empowerment and control with your finances will quickly get derailed. By setting up systems to automate and structure your money, and the never-ending paper that goes with it, you can get and keep your financial house in order.
Follow these three simple steps to increase control and confidence in Your Financial System. Read More
By Karin Mizgala
A financial plan is a roadmap
to help you define your financial life goals and to give you the tools, information and structure you need to organize your finances to live the life you want.
By Sheila Walkington
Are RSPs still a good investment? Should you be paying down your mortgage first? Or are Tax-Free Savings Accounts (TFSAs) a better savings strategy? These are some of the questions we hear from clients who understandably are confused by the many and varied options. And while in general I tell them investing in RSPs is a good idea, there’s by no means a one-size-fits-all answer.
The start of a new year is a good time to review the resources that help you make your best money decisions. We know that money can be a scary topic but knowledge is power and there are many resources geared to letting you dip your toe in the waters.
You don’t have to become a financial analyst or a planner — you’ll simply learn a lot that will help increase your confidence in making financial decisions and help you to know what questions to ask.
To start on your “homework” for 2012, check out some of our favorite money resources. There’s something for everything and for every type of learner — whether you’re self-motivated, you prefer group learning or you’re looking for one-on-one learning opportunities. Read More
A big thank you to all of our clients who provided us with feedback on their recent experience working with a Money Coaches Canada associate.
Every quarter one survey participant drawn randomly will win a $100 Chapters gift certificate.
This quarter’s winner is James from Winnipeg. Congratulations James!
What are clients are saying
Clients said they came to Money Coaches Canada feeling fearful, frustrated, overwhelmed, powerless, apprehensive, nervous and anxious about money.
100% reported that after working with a money coach they feel more in control of their finances and have the info they need to make better financial decisions.
Here’s what Money Coach Renée Verret’s client had to say:
“I felt scattered and not really sure where to start or what specific areas to look at. Now I feel like I have been given a direction and a map to follow. I could see exactly what I needed to do, and I felt more confident following through with these steps knowing that there was someone I could ask if I ran into any problems. I also have tools that I can use to check up on my own financial health in the future.” – Roxanne
Suggestions we will be implementing
A project to review and revise our worksheets and reports to make them even more client-friendly is underway. We are also using more on-line tools and technology to improve the client experience for clients who are working with coaches at a distance.
To learn more about working with a money coach, contact us for a complimentary consultation.
By Sheila Walkington
The financial planning advice industry has largely focused on clients who have money to invest. But where do you turn if you need guidance and advice on how to better manage your day to day finances, start saving for your goals or to get out of debt?
If you are struggling with debt, your options for advice will largely depend on the severity of your debt problem and your ability to repay your non-mortgage related debt within a 4-5 year time period. While there is no shortage of alternatives, the quality and the ethics of the advice vary dramatically so be very sure you find a service that meets your needs and you understand exactly what you are signing up for. Read More
