Investing

Helping you see the way

Do you have a comprehensive financial plan addressing the different stages of life? If you would like to review your plan and accounts, 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 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 investment advisors, can help demystify your investment options so you get the most from your money.

Online Brokerage**

We have partnered with Qtrade Investor to provide you with online investing from one of Canada's best online brokers. If you prefer to self-manage your investments, Qtrade Investor empowers you to reach your investment goals.

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.

*Life and Health Insurance services offered through Coastal Community Financial Management Inc.


**Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. 

****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.



 

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Everything Retirement