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Archive for the 'MoneyMinding Milestones' Category

MoneyMinding is going to the Big Apple

Wednesday, April 8th, 2009

Well at least Tracy and Sue are.  In just a few weeks time the National Publicity Summit is being held in New York and we have been accepted as one of the 100 participants they take.  We could have gone in October but as far as we are concerned there is no time like the present. It’s a good thing we have access to cash so we can take advantage of unexpected opportunities.

Tracy has to choose the top media people she wants to make contact with and then has to prepare for one on one meetings; pitch and do it quickly.  There have been meetings with different specialists: Media (a producer for 7 years with Oprah), Image, and PR. Tracy and Sue are making copious notes and like always we will share all the tips and tricks in our weekly calls and communications with MoneyMinding Certified Advisors.

We have big plans for the knowledge and contacts that will come from participating in this summit. Our MoneyMinding Certified Advisors will receive the maximum beneft we can give in order to reach the countless people who need a fresh perspective in today’s economic environment.

MoneyMinding Launches Its Network

Monday, September 29th, 2008

MoneyMinding Network Launch Timely Answer to Personal Money Questions

 

Victoria BC – MoneyMinding Inc. announced today the launch of its live and online networking component, The MoneyMinding Network.  Designed for both financial industry professionals, and the clients who work with them, it features both educational evenings and an on-line social networking presence.   “I see the MoneyMinding Network as a vital resource in today’s financial climate, where uncertainty and confusion seem to be overshadowing people’s ability to make good financial decisions”, says Tracy Piercy, CFP, MoneyMinding’s founder. “Networking organizations for business development, community service or simply shared interests have been around forever,” continues Piercy “We are doing something new with networking by integrating day-by-day financial education, unconnected to financial product sales.  It’s simply about helping people get better results from their personal finances by asking the right questions and making the right contacts.”   One example of the MoneyMinding Network in action is the Mix ‘n’ Mingle, started earlier this year to offer both education and local networking.  Each Mix ‘n’ Mingle has drawn close to 100 people who gather to listen to some of Victoria’s most knowledgeable financial and property experts. MoneyMinding was developed by Tracy Piercy, a Certified Financial Planner professional, to teach financial education that explores opportunities “without sacrifice or cutting back”.  Since its inception over 3 years ago, MoneyMinding has grown to serve thousands of people across Canada, the USA and around the world.  MoneyMinding also supports its sister organization, The MoneyMinding Foundation, a non-profit dedicated to promoting financial literacy to people who otherwise could not afford it.

Our New COO Steps On Board

Friday, March 28th, 2008

Zig Hancyk, MoneyMinding’s new Chief Operating Officer had these words to say to MoneyMinding advisors and members gathered at our “international headquarters” Wednesday.

I wanted to be here today to tell you why I have invested in MoneyMinding and why I chose to be Tracy’s business partner. I certainly do not know as much as Tracy does in the area of financial planning but I do know a good business opportunity when I see one. I have been involved in growing successful companies over the last 25 or 30 years and I can say that this one really excites me.

I believe that MoneyMinding has positioned itself well in a market niche that is not well served at the moment. The unique approach of tying personal values and goal setting to sound financial planning techniques is the basis behind MoneyMinding’s Success Principles. MM’s various programs are used by financial planning experts as well as individuals who want to accelerate their wealth and reach their goals. I like to call this “purposeful wealth”.

I chose to be Tracy’s business partner because I trust and believe in her…..which are the most important criteria in my choice. The other is that we have complementary skills that are needed to make MoneyMinding and its stakeholders, shareholders and investors successful.

MoneyMinding Brings In New Chief Operating Officer

Monday, March 17th, 2008

Victoria BC — Tracy Piercy, CEO and Founder of MoneyMinding Inc. is pleased to announce that Dr. Zig Hancyk has become a significant investor and will assume the role of President and Chief Operating Officer (COO) at MoneyMinding.

MoneyMinding® is an inspirational financial education system that goes beyond traditional savings and investment advice to encourage possibilities without “cutting back”. It provides education and success training for both clients who find themselves unsure of where to get the results they need for the lifestyle they desire, and for the financial advisors and other money professionals who work with them. MoneyMinding empowers people to ask better questions to get the answers they need. 

Zig brings to MoneyMinding Inc. many years of executive experience and in particular a track record of successful company growth in both the consulting and high technology sectors in Canada, the US and globally.  Due to the growth of MoneyMinding, Zig will take over the operational duties so Tracy Piercy, a Certified Financial Planner by profession, can focus on business and product development with clients and advisors.

In 2006 Zig was named CEO of the year by the Vancouver Island Advanced Technology Centre, and in addition to his executive roles, has taught MBA courses in management consulting, strategic management, international business, marketing, and entrepreneurship at the University of Ottawa, the University of Victoria, and Royal Roads University. He specializes in strategic planning, leadership, training and development, and change management strategies for companies and governments thereby bringing a unique blend of business and educational experience to the financial industry and the clients that MoneyMinding serves. 

Zig holds a PhD in Business Administration with a specialization in Strategic Planning and Leadership from Capella University in Minneapolis and a Master of Business Administration degree from the John Molson School of Business at Concordia University in Montreal. He is also a Certified Management Consultant (CMC), and a Certified General Accountant (CGA). He is a graduate of Coach U and Corporate Coach U and will be developing a MoneyMinding Coach program for Certified MoneyMinding Advisors to extend the value and distribution of the MoneyMinding lifestyle financial training.

Zig is an active member of various professional communities. He was a member of the Board of Governors at Ryerson University in Toronto, the Vice Chair of the Co-operative Education Program Advisory Council at the University of Victoria and was on the Academic Planning Board of the Technical University of British Columbia (now part of Simon Fraser University). Zig was the Chair of the Vancouver Island Chapter of the Canadian Association of Management Consultants. He also sits on the Employment Assistance Appeal Tribunal for the Province of British Columbia all of which will add additional value to the financial literacy message and the work of MoneyMinding Inc. and the non-profit MoneyMinding Foundation supporting financial literacy and empowerment.

For more information:www.moneyminding.com/media
Catherine Novak, Media Relations
250-592-0457 or toll free 877-764-6444 media@moneyminding.com