Grow Your Money

Legacy Planning for your children: what to consider

Deciding where you want your money to go after you pass away certainly isn’t the easiest topic to tackle—but it is an important one. Especially if you have children. Legacy…

Grow Your Money

Estate Planning: getting your documents in order

Estate planning is a method of protecting the wealth you’ve built over your lifetime, by helping more of it be passed as a legacy rather than swallowed up by taxes…

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How to find the right investment professional

We all know there are things we excel at and other things we…don’t excel at. A large part of succeeding at things we’re not well versed in is knowing how…

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How Financial Planners can optimize your savings strategy

We often associate Financial Planners with our ultimate savings goal—retirement. They help us create an effective retirement income strategy so we can live our later years as relaxed—or adventurous—as we…

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Top 4 reasons you need a financial plan

Financial planning isn’t just for ultra-wealthy people moving money between complicated, exotically named investment vehicles. In reality, a financial plan is an important tool for anyone who wants to manage…

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Pay Yourself First: the benefits of forced saving

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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Socially Responsible Investing 101

Environmental sustainability is a big part of what we do here at Coast Capital. We’re proud to be a Certified B Corporation®  which means that we meet the highest standards…

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Keeping a long-term view on the market

It’s no secret that the spread of COVID-19 across the world has resulted in increased market volatility and decreased market values. Although this is obviously not ideal market behaviour, it’s…

keeping long term market view

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A guide to emergency savings

None of us stopped to consider the implications of a global pandemic in our wallets because, really, who knew? But it’s times like these that hammer home the reason we…

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Grow Your Money

A guide to emergency savings

None of us stopped to consider the implications of a global pandemic in our wallets because, really, who knew? But it’s times like these that hammer home the reason we…

Grow Your Money

5 Tips for Financial Well-being in Retirement

Here are five timely tips that will help you maximize the benefits of RRSPs for your future. 1. Work out how much you’ll need to retire In general, you need…

Grow Your Money

5 Quick Tips for RRSP Season

For most people, a Registered Retirement Savings Plan (RRSP) is that thing you’re putting money into to save for retirement. And you’re right, it is. But beyond that, many people’s…