Welcome

Increase your confidence about making money decisions

Welcome

Do you just wish someone you trust would look after your money for you, so you can retire? Are you worried you’ll never be able to retire and save for your dream vacation or school? Would you like someone to explain what your financial adviser is talking about? 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. I created Simple Money Talk to help other women learn the why, how and where to invest so they can reach their financial and life goals. In my workshops and individual sessions, you will increase your money knowledge, skills and confidence and reduce your stress and anxiety. Simple Money Talk’s services include money management, investment education workshop, and Canadian income tax preparation.

Philosophy

Money is a tool to help you achieve your goals.

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Money Tips

My blog

What currency should you pick?

When you are traveling out of the country and you make a payment with either your MasterCard or Visa you will likely be asked what currency you would like to pay in, the local currency or your home currency.  Which one do you pick? Which one should you pick? To save on an extra service fee, pick the local currency. The...

Fees are reducing your returns

Fees reduce the return you earn. Check the fees you pay on your bank and investment accounts. If you need to keep a minimum balance on your savings account make sure you do or you may have to start paying a monthly fee. If you struggle to keep the mininum amount consider changing to a no minimum balance, no fee...

Getting ready to do your taxes

It's tax time again. You should have started to receive your T4 slip - employment income, T4RSP - RRSP income and T5 slips - investment income and other slips. Get out a shoe box, file folder, large envelope or folder on you computer and label it tax slips 2018. This way you will keep them all together for when you're...

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