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Keep your finances in top shape with tips and insights from our experts. 

 

Saving and Spending

5 easy financial habits to help you spend smarter and save more

Managing and improving your financial wellness is all about replacing bad financial habits with good ones. Like changing any habit, the first step is always the most important.

Optimize Cash Flow & Accelerate Debt Reduction

Is debt keeping you up at night? When you’re raising a young family, debt can pile up faster than the dirty laundry basket.



How to borrow wisely and stay on top of debt

Debt is not necessarily a bad thing. It can help you improve your credit score, achieve your goals in life, and even grow your money. The key is to manage your debt so it doesn't get out of control. 

How smart spending is the secret to financial wellness

Knowledge is power. When you know how, when, and where you spend your money, even just small tweaks have the potential to transform your finances. 

4 ways to teach your kids how to save money

Like showing your child how to brush their teeth and make their bed, parents are their children’s first teachers when learning good habits. That includes healthy money habits.

How saving more money is easier than you think

Saving is as important to your long-term financial wellness as exercise is to your physical health. Here's our no-sweat guide to becoming a champion saver.

Time for a savings check-in

With rising inflation, changing interest rates, and a shifting economic outlook in Canada, now is a good time to review your savings and investment portfolio. 

 

Financial Planning

Navigating market volatility - Top 3 tips for investors

Don't let market shifts derail your plans–learn how to navigate volatility effectively. These proven tactics can help you stay on course towards your long-term financial goals.

Managing debt in 2024 – What you need to know

From understanding your debt to building financial safety nets, these strategies can help you maintain your financial health and prepare for an uncertain future.

How to manage an inheritance or will

Living in the moment is a great mindset, but planning for the future is equally important when it comes to your estate and end-of-life decisions.

4 proactive strategies to start building wealth

You can start building wealth at any age, and it doesn’t have to be a daunting or lofty process. There are strategies you can take action on today, that can secure the financial future you want tomorrow.

How to create a simplefinancial roadmap

Planning ahead and financial wellness go hand in hand. The good news is that creating a financial action plan isn’t as big or scary a job as you might think. 

 

See your financial picture with clarity and confidence

From saving for retirement to optimizing your taxes, our certified advisors can help you put together a clear, personalized plan to achieve your goals. 

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Business Advice

Why you need a business support ecosystem

Your business doesn’t grow in isolation. To thrive, you and your business need advice, support, and practical tools— supported by a network of experts who are invested in your success.

5 ways to bridge the cash flow gap as a small business

A positive cash flow is critical to the operation and success of your business, and is a key indicator of a healthy, well-run company. As you’re focusing on launching your dream into a reality, maintaining a positive cash flow can be difficult. 

Funding a business: from seed capital to growth financing

Entrepreneurs often report that financing is the most challenging aspect of starting a business. The first step is understanding your options, and determining which is optimal for you and your company.

4 Sunshine Coast Companies Making A Splash

Local businesses are the cornerstone of community. As trailblazers on the path of success, they enrich the culture of our neighbourhoods, offer solutions, create job opportunities and power economic growth.

The State of the Coast economy

The Sunshine Coast has what you might call a micro-economy: a localized, independent variant on the larger booming economies of Vancouver and BC that we are tenuously connected to. 

Build your business stronger with help from our mobile advisors

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Want more financial health tips?

Visit our Learning Centre to access more financial literacy resources and try our handy online assessment for personalized ways to improve your financial health. 

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Online Security

How to protect yourself from online scammers.

Cybercriminals are busy creating and looking for opportunities to steal from us, scam us, or swipe our personal information. And they’re getting smarter and more devious all the time.

Keep yourself safe from fraud when traveling.

Are you heading off to a sunny destination this winter? Or taking a trip abroad this spring? Make sure your vacation goes smoothly by protecting yourself from scammers. Here are some tips for traveling safely and preventing bank fraud while you’re away.

 

Keep fraud at bay with more valuable tips

Feel more secure online by learning how to identify, prevent and report fraud. 

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