Karin Mizgala, MBA CFP
Karin Mizgala is the president and founder of LifeDesign Financial, a “fee-only” financial planning, coaching and education company. She is also co-founder of the Women’s Financial Learning Centre. Karin has more than 25 years in the financial services industry and has worked as a financial planner, bank manager, investment advisor, financial educator and life skills counsellor. Karin is a certified financial planner and has a BA in Psychology from York University and an MBA from the University of Western Ontario.
Using a unique blend of financial planning and counseling skills, Karin provides a holistic approach to helping people take charge of their money so they can live more comfortable, balanced and meaningful lives. Her clients often include women and couples who are undergoing -- or anticipating -- important life transitions, such as marriage, divorce, widowhood, setting up a small business, and retirement. She writes a weekly column for the Financial Post Magazine and her approach to financial planning has attracted national media attention (Globe & Mail, MoneySense, Vancouver Sun, More Magazine).
Sarah Wilson , CGA CFP
Sarah Wilson, based in Calgary, is a Certified General Accountant and has the Certified Financial Planning designation. She has worked in the financial world as an accountant, investment advisor, banker and as a financial planner, in addition to being an economist in the oil industry. Sarah is a fee-only financial planner.
Working collaboratively with clients, Sarah helps clarify life and financial goals and enhances financial management skills so that clients can learn how to take meaningful and conscious steps toward personal happiness and financial success. Financial planning provides a context for making informed decisions in difficult times.
With the help of a professionally developed financial plan and the ongoing guidance of a financial planning professional, clients have more clarity about the next stage of their life and are less anxious about their financial situation.
Karin Mizgala is the president and founder of LifeDesign Financial, a “fee-only” financial planning, coaching and education company. She is also co-founder of the Women’s Financial Learning Centre. Karin has more than 25 years in the financial services industry and has worked as a financial planner, bank manager, investment advisor, financial educator and life skills counsellor. Karin is a certified financial planner and has a BA in Psychology from York University and an MBA from the University of Western Ontario. Using a unique blend of financial planning and counseling skills, Karin provides a holistic approach to helping people take charge of their money so they can live more comfortable, balanced and meaningful lives. Her clients often include women and couples who are undergoing -- or anticipating -- important life transitions, such as marriage, divorce, widowhood, setting up a small business, and retirement. She writes a weekly column for the Financial Post Magazine and her approach to financial planning has attracted national media attention (Globe & Mail, MoneySense, Vancouver Sun, More Magazine).
Sarah Wilson , CGA CFP
Sarah Wilson, based in Calgary, is a Certified General Accountant and has the Certified Financial Planning designation. She has worked in the financial world as an accountant, investment advisor, banker and as a financial planner, in addition to being an economist in the oil industry. Sarah is a fee-only financial planner.Working collaboratively with clients, Sarah helps clarify life and financial goals and enhances financial management skills so that clients can learn how to take meaningful and conscious steps toward personal happiness and financial success. Financial planning provides a context for making informed decisions in difficult times.
With the help of a professionally developed financial plan and the ongoing guidance of a financial planning professional, clients have more clarity about the next stage of their life and are less anxious about their financial situation.
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