Lisa Coxon

Nov 19, 2024 | ivey.uwo.ca | Lisa Coxon

When Bill Moffatt, MBA ’79, was diagnosed with ALS in December 2022, his friend and former classmate, Peter Coughlin, MBA ’79, was struck by his optimism and resilience. “You couldn't help but be impressed by Bill’s positive attitude, strength, and courage in the face of something that a lot of people would find extremely devastating,” says Coughlin.

Mar 12, 2024 | lowestrates.ca | Lisa Coxon

This article has been updated from a previous version. Auto insurance is mandatory in Canada, but this doesn’t mean that once you find yourself a policy, you’re guaranteed it forever.  Your insurance company has the right to cancel your policy for several reasons. And if that happens, not only will it reflect poorly on your record — it could result in a higher premium with the next provider.  For example, the difference in monthly premiums for a 35-year-old male driver in Toronto, Ont.

Nov 10, 2023 | wealthrocket.com | David O'Leary |Lisa Coxon

Financial planning vs. investment management Simply put, an investment advisor helps you answer the question, “How should I invest my savings?”If you’ve worked with a financial advisor before, I’ll bet this will sound familiar. They’ll ask you to complete a risk tolerance assessment, recommend an appropriate asset allocation, and detail specific investments you should make (e.g. certain stocks, mutual funds, or ETFs).

Oct 24, 2023 | lowestrates.ca | Lisa Coxon

This article has been updated from a previous version. On a Thursday evening a few years ago, I found myself at a Mazda dealership in Toronto. My partner and I had taken one of their CX-5s for a test drive around 7:30 that night. Three hours later, we were still there — talking numbers. Right from the beginning, our main priority was finding a monthly payment that comfortably fit into our budgets. But the initial figures quoted by the sales associate were well above what we had in mind.

Oct 20, 2023 | wealthrocket.com | Mackenzie Scibetta |Lisa Coxon

As housing affordability tightens, motivated buyers might be willing to cross items off their must-have list to enter the market. However, there are some things a homebuyer should never settle for. Knowing what to look out for — whether you’re a first-time homebuyer or have experience purchasing property — can mean the difference between a happy investment and a financial disaster.