Money Coaching

Working towards long-term financial goals is about more than putting money into RRSP’s and investments – it’s about looking at where you are now and where you want to be in the future.

Our money coaches, who come from a wide range of financial backgrounds are experienced with personal and family financial management solutions. They don’t just look at facts and figures, they take a good look at the big picture. From budgeting and debt management to retirement planning – we’ll help you build a Money Action Plan and  teach you how to get the most out of your money – and no high pressure sales pitch either.

Sessions Tailored to Your Needs

You are a unique person in a unique situation which is why our coaches customize each session to your needs. Whatever your financial picture, we can help by:

• Determining your financial situation

• Setting achievable short- and long-term financial goals

• Developing a workable spending plan

• Creating a personal saving strategies

• Using credit wisely

• Providing key mortgage information

• Explaining the importance of retirement planning

• Advising on transition periods (job change or loss, divorce, disability)

• Creating a Money Action Plan (MAP)

Does your benefits package include an Employee Assistance Program? If so,  it might include financial counselling. Talk to your HR manager or a benefits administrator to see if it is covered through your employer.

If you want unbiased financial advice with no pressure to purchase a product, call 1-888-294-0076 today and set your financial fitness goals in motion.