Services

Workshops

Language of Investing - Starting September 12, 2023 Focus of this workshop is to give participants a good understanding of what it means to invest, and the terms used. It...

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Book Keeping Services

I can help you get your small business' financial information organized. My specialty is helping Canadians keep their business running well regardless of the location. As well as avoid any...

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Financial Coaching

Financial Coaching is designed to help you  gaining confidence to make decisions about your money. I will guide you through the financial planning process. It starts will your financial goals...

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About

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...

Colleen Lister, CPA, CMA, QAFP, 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...

Philosophy

Money is a tool to help you achieve your goals. It is not the goal.

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Simple Money Talk

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.

Simple Money Talk’s Philosophy: Money is a tool to help you achieve your goals.

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