While solid investments are important, it is far more important to have a solid financial plan in place, and sound day-to-day money management habits as well. However, many Canadians struggle in this area, but the good news is there are great resources to help.
Suggested Websites and Services
We are passionate supporters of organizations that offer Canadians assistance and tools to help them live a financially responsible and empowered lifestyle.
The Women's Financial Learning Centre (WFLC) offers a free monthly newsletter, Twitter and Blog filled with great financial tips developed by women and for women and their families.
WFLC also offer workshops, teleclasses, a 12 week "Debt-Free Challenge" course and a self-study program designed to help you take charge of your finances. www.womensfinanciallearning.ca
Money Coaches Canada (MCC) is a national corporation that offers fee-only Money Coaching and fee-only Financial Planning services. Co-founded by Certified Financial Planners, Karin Mizgala and Sheila Walkington, their Independent Money Coaches work one-on-one with individuals and couples to develop sound money management skills, get out of debt and plan for their financial future.
Check them out at www.moneycoachescanada.ca
Monthly Tracking Sheet
Use this monthly tracking spread sheet to track your expenses and where you money is going. This is the first step on your road to financial freedom - see where your money is going!
Ongoing reading and putting ideas into practice is a necessary and enjoyable part of developing your financial literacy. As well, a positive attitude, solid values and disciplined organization are just as important to turn financial literacy into a financially independent lifestyle.
We are happy to suggest books, seminars and audio-books - give us a call or send us an email! 778-328-7282 or info@sharethewealth.ca
What People Are Saying
"Jayn is the consummate professional. She listens carefully, provides information in a clear, succinct manner, and always follows up promptly with requests. It has been a real pleasure working with Jayn and I intend to utilize her wisdom and guidance on an ongoing basis." A.W. South Surrey, BC, Canada Read More
"Jayn Steele of Share the Wealth offered no pressure, just information on tax savings and investment opportunities. She answered all my questions. Even if the questions were asked several months later. I would recommend anyone who wants to change [his or her] financial fate, to read what Share the Wealth has to offer. Jayn is very amicable, understanding and helpful." D.S. Prince George, BC, Canada Read More
Workshops & Events
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