Learning Centre

Information and resources to help you succeed

Financial Education

The Learning Centre is here to provide you and our communities with what you’ll need to get to your goals faster.

Get ahead by getting informed

We want to prevent the “I wish I’d known sooner” syndrome. Here are the articles and stories you need to know for even better financial health.

Why you need an emergency fund

Reduce your financial stress by setting aside money to deal with emergencies.

6 tips on saving for emergencies >

Withdrawing from your TFSA or RRSP?

Learn how to avoid costly mistakes whether you’re taking out money or paying it back.

What should I think about? >

Planning your retirement?

Why our expert, Arwen Martyn, wants you to think about airplane oxygen masks when you do.  

Learn more about topping up your retirement >


Get help signing on to online banking for your everyday banking needs.

Need help adding an e-Transfer recipient or perhaps how to set up account alerts? Help with online banking. It’s all here.

Making the most of our digital tools

Helping to improve your financial health - digitally! Discover some of our online tools and resources.

Pay quickly & safely with tap payment technology

Easy to use. Quick. Secure. No wonder more and more Canadians are paying for their everyday purchases with a tap of their card.

Learn how>

Online investing with Qtrade Investor

Prefer to be hands on with your investments? We’ve partnered with one of Canada’s best online brokers to make it happen.

How Qtrade Investor can help you >

3 retirement savings tools to help you plan ahead

These free online calculators can help you figure out how much you need to save to retire in comfort.

Find out how much to save>

Keep up to date

Join our social circle to get the latest news:

Market Insights

What you need to know about domestic and global markets with key takeaways. Brought to you by Coastal Community Private Wealth Group and Credential.

Volatility arrives, right on schedule

Read Credential's Market Insights for September 2020>

Global stocks reach new all-time high

Read Credential's Market Insights for August 2020>

Stocks continue to climb higher as long-term bond yields fall

Read Credential's Market Insights for July 2020>

Connect with Coastal Community

Ready to get started?