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.

Financial Planning

Smart financial solutions and sound advice you can trust from our REAL experts with Credential Securities Inc. at Coastal Community Private Wealth Group**.

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 Private Wealth Group.

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 and Private Wealth Advisors, who are also Credential Securities Inc. investment advisors, 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. And for your convenience - online contributions!

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.

Transfer-In Bonus

We appreciate your business, and would like to share some good news! When you transfer an RRIF, RRSP or TFSA  from another financial institution into an eligible RRSP product at Coastal Community, we will PAY YOU A BONUS!

myCoastal Retirement Plan

myCoastal Retirement Plan offers a convenient way to invest consistently and build your retirement savings. Learn more about the benefits.

*Mutual funds, other securities and financial planning are offered through Credential Securities Inc. On-line brokerage is offered through Credential Direct. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. insured or guaranteed, their values change frequently and past performance may not be repeated. 

**References to “wealth management” refer to the financial planning and investment services provided through Coastal Community Private Wealth Group, a division of Coastal Community Financial Management, Inc. which is a wholly owned subsidiary of Coastal Community Credit Union.