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…
Business Checklist: Managing margins and improving profit
To build a more profitable business, take practical steps to fine-tune your operation by focusing on driving profit throughout your business. The following article, including editable checklist, is available to download…
Business Checklist: Operational Efficiency
Businesses that commit to operational efficiency are typically leaner, more agile, and more resilient than those that do not. They often have lower costs, increased output, lessened space requirements, and decreased time…
Business Checklist: Creating cash reserves
Cash in the bank acts as a buffer and can help you better weather the ups and downs you may encounter while running your business. Reserve cash buys you more time…
Cybersecurity Plan
Using this plan, you’ll outline essential cybersecurity and data protection activities — such as ensuring robust password strength, implementing multifactor authentication, and securing your Wi-Fi against potential threats. Use this as a…
Cashflow Improvement Tool
Our Cashflow Improvement Tool is available to download as an excel file here: Coast Capital Cashflow Improvement Template The key value of this template is to estimate your cashflow for the…
SMART Goals Template
Use our SMART Template to set clear and actionable goals for your business. This framework helps you focus your efforts, track progress, and achieve success by breaking objectives into manageable, result-driven…
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RRSP vs TFSA. Which is better for you?
The great debate: TFSA vs RRSP With the RRSP contribution deadline just around the corner, it’s important to know about all your savings options. Today we break down which savings…
Pedaling for youth living with cancer
If you’ve visited a branch or followed us on Instagram over the past few months, you’ve probably seen our support of the Canadian Cancer Society’s Cops for Cancer Tours. We’ve actually…
Why we’re celebrating International Credit Union Day
Since 1948, International Credit Union Day has been celebrated by thousands of credit unions on the third Thursday of October. This special occasion is being marked today (October 20) and…
