How regular advice sessions keep you on track, even in irregular circumstances.
With grocery and gas prices on the rise, many Canadians are wondering how to stay on track. Here’s the good news: your advisors are on standby to help. Whether you’re…
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What US tariffs could mean for Canadians and how to prepare
We understand that recent headlines around U.S. tariffs on Canadian goods have raised some concerns. And with another announcement expected from President Trump on April 2nd, concerns are climbing even…
Saving vs Investing: Which to choose when times are tough?
When the cost of living goes up and market conditions get rocky, it can feel risky to do anything with your money other than leave it where it is. And…
Beware of Facebook Marketplace scams: how to protect yourself
Facebook Marketplace has become a popular platform for buying and selling everything from furniture to electronics. However, its popularity has also attracted scammers looking to exploit unsuspecting users. Understanding the…
How to grow your money
Whether you’re focused on saving for a major milestone, looking to do more with investing, or searching for new ways to earn more income—the way you grow your money should…
Pay Yourself First: the benefits of automatic savings.
Regular savings are an important part of financial health, whether you’re building up an emergency fund or saving for a comfortable retirement. Unfortunately, it’s not always easy to put aside…
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Managing Your Money
Making complicated money matters easier.
Explore topicMaking complicated money matters easier.
What to do with a tax refund
Written by Isaac Veeneman, CFP®, BBA, Associate Financial Planner Receiving a tax refund can feel like free money, and it’s natural to want to enjoy it. Whether you’re thinking…
Mortgage myth busters to boost your financial IQ
Congratulations. You’re finally able to afford that mortgage for the house of your dreams, and you’re ready to start your search for the perfect home and the right mortgage to…
Fixed vs. variable – which mortgage rate is right for you?
There can be a lot of jargon in the mortgage process, and keeping track of the different products, different dates and different rates can be tough. And because it’s such…
Grow Your Money
Tips to help you make the most of your investments.
Explore topicTips to help you make the most of your investments.
Anxiety amid market volatility
As many of you know, the past week has seen the market experience sharp declines that have undoubtedly stirred feelings of uncertainty and anxiety. I want to take a moment…
How to grow your money
Whether you’re focused on saving for a major milestone, looking to do more with investing, or searching for new ways to earn more income—the way you grow your money should…
All about TFSAs and when they’re worth it
What is a TFSA? At its core, a TFSA is a savings account—a savings account where you never have to pay taxes. But it’s regulated by the federal government, not…
Working at Coast
All about working at Coast Capital Savings.
Explore topicAll about working at Coast Capital Savings.
Chris Van, Financial Planner
To get to know Chris a bit better, we recently sat down and asked him a few questions. If you are interested in booking an appointment with Chris, please email…
Diltaj Kaur, Financial Planner CFP|CIM
To get to know Diltaj a bit better, we recently sat down and asked her a few questions. If you are interested in booking an appointment with Diltaj, please email…
Employee Spotlight: Jaya Virk
To get to know Jaya a bit better, we recently sat down and asked her a few questions. If you are interested in booking an appointment with Jaya, please email…
Small Business Centre
Tips and articles to help your small business thrive.
Explore topicTips and articles to help your small business thrive.
Digital Marketing Plan
The following article, including editable template, is available for download as a PDF here: Coast Capital Digital Marketing One Page Plan By understanding how your clients make purchasing decisions and why they…
How to forecast cashflow
The following infographic is available to download as PDF here: Coast Capital How To Forecast Cashflow An accurate cashflow forecast is like a map of your business journey. Without it, you…
Business Checklist: Diversifying your business
Diversifying your goods, services, or income streams can provide a safety net against market volatility, seasonal fluctuations, or declines in a particular area of business. It also opens new avenues…
The Art of the Side Hustle
Tips for how to become your own boss.
Explore topicTips for how to become your own boss.
The gig worker savings plan.
The gig economy is no longer just for side hustlers. It’s become an important aspect of work life for many people. Gig workers—defined as those who participate in short-term contracts…
Bookkeeping secrets for the gig economy
Bookkeeping secrets for the gig economy Managing your own books can send shivers down the spines of even the bravest of freelancers. Whether you’re spearheading your own startup, consulting on…
How to promote your side hustle like a full-fledged business
Side hustles are here to stay. According to Statistics Canada, the number of Canadian gig workers jumped by 70 percent between 2005 and 2016—that’s an increase of 1 million to 1.7 million…
Career Corner
Explore articles for those starting or transitioning their careers.
Explore topicExplore articles for those starting or transitioning their careers.
5 ways to successfully reenter the workforce
In today’s transitioning job market, it’s becoming increasingly more common for people to take a break from full-time work. The reasons could be vast and varied: the need to care…
A job-seeker’s guide to networking in a virtual world
Living through a pandemic is tough enough. But for Canadians who have lost their jobs, social distancing makes it even harder to connect with past colleagues or other contacts, especially…
Life after CERB: What happens when benefits end?
The Canada Emergency Response Benefit (CERB) has been a lifesaver for many cash-strapped Canadians since COVID-19 forced widespread layoffs and business closures, providing $2,000 per month to more than 8.5…
Joining Finances with a Partner
Find out if, when and how you should combine finances with your partner.
Explore topicFind out if, when and how you should combine finances with your partner.
Advice from Kaya Marriott | What to discuss with your partner before joining finances.
Kaya Marriott is a Canadian content creator, who got her start as a Natural Hair Blogger back in 2016 when she launched comfygirlwithcurls.com. As time went on, her brand has…
WEBINAR | How to combine finances with your partner.
So, you’re taking your relationship to the next level. Congratulations! This is an exciting time for you, full of hope for the future and opportunities for growth and change. You…
Ultimate Guide | How to combine finances with your partner.
We get it. Talking about money with your partner can feel weird. But we promise it’s easier than it seems. And what’s more? Once you start the conversation, you’ll soon…
Managing Money With a Baby on the Way
Learn how to budget and save to reach your growing family's financial goals.
Explore topicLearn how to budget and save to reach your growing family's financial goals.
How do Registered Education Savings Plans (RESPs) work?
Natasha Mills is a devoted mother to an incredible new set of boy-girl twins named Mila and Liam, along with her amazing five-year-old son, Hudson. With a bachelor’s degree in…
How to navigate money management as a single parent.
Natassia Valli takes great pride in being a dedicated mother to her two adorable boys, Qaayam (fondly known as Q) and Areez (lovingly referred to as Ari). Together, they reside…
WEBINAR | How to manage money with a baby on the way
Making the decision to expand your family is exciting! But as you know, it requires some planning. And for that–we can help. In this guide, we’ll walk you through the…
