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…

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…

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…

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…

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…

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…

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…

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…

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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How a loan can put you on top during RRSP season
The RRSP contribution deadline is just around the corner. Come March 1, it’s a ‘snooze you lose’-type situation if you want your contribution to count for the year. Like many…

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…

Investments 101: What you need to know
Investing can be really complicated. What is a stock versus a bond? An RRSP or a RRIF? What is a GIC? But investing is serious business, and although we can’t cover…
