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 Investment Advisors can optimize your savings strategy
We often associate Investment Advisors 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…
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…
How to automate saving
Don’t sweat it. It’s not as complicated as it sounds. You won’t have to code some sort of algorithm to control your online banking. In fact, it takes less than…
What to do with your tax refund
A refund is basically free money, right? Once you receive your tax return, your knee-jerk reaction may be to spend it on a new spring wardrobe or hop on a…
5 quick tips to make the most of a TFSA
A tax-free savings account (TFSA) is like a bottle of red wine – it gets better with age. Compound interest and yearly contribution allowances enhance its benefits with time. Not…
