Coastal Community Private Wealth Group

09/04/2026

Everyone at Coastal Community Private Wealth Group is passionate about building strong relationships to improve our clients' financial health, enrich people’s lives and build healthier communities.

You can be assured that your relationship will be managed by a trusted advisor along with a team of experts who have deep roots in your Vancouver Island community.

Ready to get started? Visit our website. https://coastalwealth.ca/our-people/

09/03/2026

🎓 Planning for a child’s or grandchild’s education? Starting early can make all the difference.

Here’s why an RESP is a smart choice:
• Tax-deferred investment growth
• Access to government grants (up to $7,200 per child)
• Power of compounding interest over time

Every child's academic path is unique. Let’s work together to create a plan that supports their future and your peace of mind. Reach out to our team to learn more.

09/02/2026

What do you do with all that extra time in retirement? Many find the answer in volunteering.

Here's how to pick the right opportunity (and the best time of year to start).

Many older adults look forward to retirement as a time when they will finally have the opportunity to do all the things they couldn’t quite seem to fit in while they were working and raising families – things like traveling, reading, cultivating long-neglected hobbies, or volunteering. Now that ...

08/31/2026

Invest with ease with an automated solution that gives you a professionally-managed portfolio with automatic rebalancing through the power of Coastal Community Private Wealth Group and Aviso Wealth.

https://coastalwealth.ca/qtrade-guided-portfolios/

08/28/2026

Your estate plan should account for more than physical and financial assets.

Online accounts, digital currencies, cloud-stored documents, photos, subscriptions and social media profiles may all require clear instructions for access, management or closure. Without proper planning, these assets can be difficult for executors and family members to locate or manage.

Reviewing your digital footprint is an important part of keeping your estate plan complete and current. If your estate plan needs an update, please reach out to our team for guidance.

https://coastalwealth.ca/

08/27/2026

Think small contributions to your savings won’t matter? Think again. With Qtrade Guided Portfolios® you don’t need a large sum to get started. This easy-to-use, fully automated investing platform helps you invest based on your goals, with expert oversight every step of the way.

✅ Start with what you have
✅ Choose from diversified, professionally managed portfolios
✅ Access responsible investment options
✅ Track progress on the mobile app
✅ Get support from real advisors and financial health coaches

Whether you're just starting out or looking to grow your savings, Qtrade Guided Portfolios® offers the perfect balance of digital convenience and expert guidance. Please reach out to Coastal Community Private Wealth Group's Lindsey Smith to learn more about this investment partner. We'd be pleased to discuss your needs and help you get started!

https://coastalwealth.ca/qtrade-guided-portfolios/

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08/26/2026

A lot of older adults have pets, with cats and dogs being the most popular choices. But when you take personal preference out of the equation, which makes the better companion?

Cats can make terrific companions for older adults, offering companionship, routine and relatively manageable care needs.

Read our latest blog to learn more about why a cat may be the right companion for you or a loved one.

A lot of older adults have pets, with cats and dogs being the most popular choices. Given the choice, which would you prefer? It can be a difficult decision, especially when you take personal preference — “I’m a cat lover” versus “I’m a dog lover” — out of the equation. Looking at th...

08/25/2026

Preparing for life as a single-income household can feel overwhelming, but the right planning can make a meaningful difference. This article shares practical tips to help you get started.

For personalized advice, please reach out to our team. https://www.moneysense.ca/save/budgeting/how-to-prepare-for-life-as-a-single-income-family/

Experts say the best way to prepare for a single-income household is to test your budget first. Here's how to make the transition with confidence.

08/24/2026

Interested in robo-advice? Take a look at our digital advice solution, Qtrade Guided Portfolios.

Learn more: https://www.guidedportfolios.qtrade.ca/?partner=your-organization

08/21/2026

You could win $200! We invite you to submit photos of Vancouver Island and the Gulf Islands.