Title: Wealth Protection Specialist
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The score of a lifetime
Learn about credit scores and why yours is important. Read More
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Avoiding financial institution impersonation scams
Don’t get caught by scammers claiming to be Coastal Community’s ‘Cyber Security Department.’ Read More
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Set a family code word
Did your family have a special code word or phrase to keep you safe as a child? This simple safety method can help you and your family to prevent impersonation fraud. Read More
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Avoiding counterfeit cheque scams
Don’t get hooked by this increasingly common fraud involving a fake emailed cheque. Read More
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Estate planning
Your guide to creating a comprehensive estate plan. Read More
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Wills
Your quick guide to making a will. Read More
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Avoiding rental scams
Don’t let scammers steal your money and personal information when looking for housing. Read More
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Common budgeting mistakes and how to avoid them
Learn 5 budgeting mistakes to spot and how to find the right budgeting method for you. Read More
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How to take control of your debt and pay it off faster
Learn three steps to help you get started on paying down your debt. Read More
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Remote deposit cheque fraud
Learn how it works and how to avoid being scammed. Read More