Mission

What Simple Money Talk Does?

My goal is to help reduce people's stress caused by financial information and taxes by providing individuals and businesses with accurate, complete and reliable book keeping and tax services. I work with digital, start-up and small businesses and not-for-profit organizations. For individuals, I focus on helping Canadians living overseas with organizing...

Philosophy

Money is a tool to help you achieve your goals.

Colleen Lister, CPA, CMA, MFin (MNGT)

My passion is helping people learn to make sense of the numbers on the page. I am passionate about helping people learn to make sense of the numbers on the page. Whether I am speaking with individuals, program directors, entrepreneurs, or to a group at a workshop, my goal is to...

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Monthly Money Tips

My blog

Best Wishes for 2022!

I hope 2022 brings you sparkles. The beginning of the year and end of the holiday season it is a good time to reflect on your goals and financial plan. It is a good time to think if your goals or situation changed? Does it need to change? Financial plan should be helping you meet your needs and achieve your goals. I have two goals for Simple Money Talk is to help you improve your money confidence. The first is to return to publishing a monthly blog with information to help you. The second is to develop and launch two...

Change is happening here!

During the past year I had to step away from Simple Money Talk. I have not been able to dedicate the time and effort that I need to keep the information relevant to visitor and clients. This is about to change! I'm recommitting to make Simple Money Talk a valuable resource for women looking to grow their confidence dealing with money. This includes launching new workshops and blog posts as well as links to important resources. Thank you for checking in and I will keep you posted on the evolution of Simple Money Talk!

Tax Free Savings Account 2019 Limit

The new year brings with it a new Tax Free Savings Account (TFSA) contribution limit. In 2019 you can contribute up to $6,000. If you've never contributed to a TFSA and have been eligible to do so since 2009 the total contribution is $63,500. To be eligible to contribute you must be 18 years old, have a valid social insurance number and be a resident of Canada - for tax purposes.  

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Welcome

Do you wish you had someone you trusted help you look after your money for you, so you can achieve your goals? Are you worried you’ll never be able to save for school, a dream vacation, or retirement? Would you like someone to explain what your financial adviser is talking about?

I created Simple Money Talk to help women learn the why, how, and where to manage their money so they can reach their financial and life goals. I provide financial planning services to single and expat women. My goal is to help you will increase your money knowledge, skills, and confidence and reduce your stress and anxiety.

I can help you understand what your financial planner is talking about and how you can start saving and investing your money so that you will be able to retire, save for school or go on your dream vacation.

It is a widely held belief that you just know how to manage your money, but money management is a learned skill and everyone can and needs to be learn it. Regardless of how much money you have, you can take control of your money and learn to manage it to help you reduce your stress about it.

Please contact me for more information. Ask a questions