Paul Chia, CFP - Financial Planner, Coastal Community Credit Union

Paul Chia, CFP - Financial Planner, Coastal Community Credit Union [email protected]
http://www.rbcroyalbank.com My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy.

I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals – whatever they may be! Royal Bank of Canada
Royal Mutual Fund Inc.

Day 7: Time to pass the torch? Business Succession Planning tips
11/25/2017

Day 7: Time to pass the torch? Business Succession Planning tips

Deciding when and how to exit your business can be a tough and emotional decision. An RBC Financial Planner can work with you and your other advisors to create a way forward.

Day 7 of  : Exiting your business can be a tough and emotional decision. Here are some tips and considerations on the be...
11/25/2017

Day 7 of : Exiting your business can be a tough and emotional decision. Here are some tips and considerations on the best way to pass on your life’s work.

Deciding when and how to exit your business can be a tough and emotional decision. An RBC Financial Planner can work with you and your other advisors to create a way forward.

11/24/2017

Day 6 of : You may have a Will, but does it need a refresh? This checklist can help you determine whether it’s time to review your Will.

11/24/2017

Day 6: Refresh time? This checklist determines whether it’s time to review your Will

Day 5 of  : By downsizing their home, one couple was able make their retirement dream of spending winters in Florida a r...
11/23/2017

Day 5 of : By downsizing their home, one couple was able make their retirement dream of spending winters in Florida a reality. Here's their story.

Brenda and Peter were able make their retirement dream of spending winters in Florida a reality.

Day 5: By downsizing, this couple was able to make their snowbird dream a reality
11/23/2017

Day 5: By downsizing, this couple was able to make their snowbird dream a reality

Brenda and Peter were able make their retirement dream of spending winters in Florida a reality.

Canadians are now spending nearly as much time in retirement as they do in their working lives - how will you ensure you...
06/10/2017

Canadians are now spending nearly as much time in retirement as they do in their working lives - how will you ensure your savings will last?

How to use the ‘Bucket Approach’ to manage your retirement portfolio

When to spend a little extra $$ on organic fruits and veggies
04/13/2017

When to spend a little extra $$ on organic fruits and veggies

Organic produce is grown without the use of synthetic pesticides and fertilizers, reducing the amount of residue remaining when you get them home. Here are the...

What exactly is "Financial Planning"?
04/06/2017

What exactly is "Financial Planning"?

If you think a financial planner only handles your RRSPs or taxes, or that
financial planning is the same as investment planning, you’re only seeing
part of...

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