Investing

Helping you see the way

When you need financial solutions, get REAL advice from our team of REAL Experts.  A Financial Consultant at any Coastal Community branch near you will give you advice and easy tools tailored to help you reach your personal financial and investment goals - today and in the years ahead.

Online RRSP Contributions

Want to make a RRSP contribution online? Simply:

  • Log in to your MemberDirect online banking
  • Navigate to the Transfers option on the left
  • Choose the account you would like to pull your RRSP contribution from and the amount
  • Select your RSP Variable Savings as your ‘Transfer To’ account to complete your contribution. Your contribution receipt will be mailed to you shortly after

Take it a step further by investing your retirement funds!
Within your MemberDirect online banking:

  • Select Account Services on the left
  • Click on the ‘RRSP Products’ link
  • Find your preferred term deposit & select the ‘Open Account’ option. Then follow the prompts to set up your investment

Financial Planning

Smart financial solutions and sound advice you can trust from our REAL experts with Coastal Community Financial Management Inc.

Find out more here about how we can help you along the way.

Life and Health Insurance

Helping you navigate life's twists and turns, Life and Health Insurance services are offered through Coastal Community Financial Management Inc.

Mutual Funds, Stocks and Bonds*

Stocks, bonds, mutual funds — it all sounds so complicated, but it doesn't have to be. That's where we come in. Our Financial Consultants can help demystify your investment options so you get the most from your money.

Online Brokerage

Prefer to do your own trading, on your own time? We've partnered with Credential Direct®, Canada's #1 online broker, to offer our members affordable, convenient and secure online brokerage services.

 

 

Registered Education Savings Plans

Save for your child's future with a Registered Education Savings Plan, plus enjoy tax-deferred savings.

Registered Retirement Income Funds

Turn your retirement savings into pension income with a Registered Retirement Income Fund.

Registered Retirement Savings Plans

One of the best ways to save for your future is to invest in RRSPs - and benefit now with significant tax savings.

Tax-Free Savings Account (TFSA): A reason to smile

As your life changes it is important that your savings and investments plans continue to meet your needs and keep you smiling.

With the introduction of the Tax-Free Savings Account (TFSA) in the Government of Canada’s 2008 Budget it’s easier than ever to save for all of life's big events - and boost your retirement.

Term Deposits

Our wide selection of term deposit products offers you excellent value for your deposit dollar.

Choose from many terms:  redeemable and non-redeemable, short- and long-term, regular and compound interest, RRSP- and RRIF-eligible.


*Mutual funds and other securities are offered through Credential Securities Inc. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund. ®Credential is a registered mark owned by Credential Financial Inc. and is used under license.