Helping you build the future you want
From saving for education to planning a comfortable retirement, you'll get expert advice and solutions to help you achieve your goals for every stage of life.
Build a comprehensive plan for your future
Build a comprehensive plan for your future
Build a comprehensive plan for your future
From saving for education to planning a comfortable retirement, you'll get expert advice and solutions to help you achieve your goals for every stage of life.
No matter where you are in your investing journey, talk to us to find the products that work for you.
By answering a few straightforward questions online, you'll be able to make informed decisions about the money you're saving for retirement.
Benefits:
Start small — Start with as little as $25 per month
Low management fees — More for you
Tailored to you — By just answering a few questions online
RRSP and TFSA eligible — Perfect tool for achieving your retirement goals
*myCoastal Retirement Plan is powered by Manulife Financial. Member Rewards Program starts once your savings balance reaches $25,000.
Get comprehensive flexible investment management solutions based on your complete financial picture to achieve the goals you see for yourself, your family and your future.
Benefits:
Investment and retirement planning — Investment strategies personally tailored to your goals
Income and tax strategies — Minimize the tax burden
Estate — Plan your estate wisely or handle a loved one's passing
Life insurance — Security for your family
Health insurance — Protect what matters most with extended health
Charitable giving — Plan how to share your success
Empower yourself by putting your own investing ideas to work with Qtrade Investor.
Benefits:
Best online broker of 2018 — As ranked by The Globe and Mail, Surviscor & MoneySense
Easy to use — Online and mobile trading platforms
Low fees — Keep your investing costs low
*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.
Our advisors unpack the key issues that matter to you.
These free online calculators can help you figure out how to retire in comfort.
Learn some tips to help you pay down debt for a stress-free future.
Learn when a TFSA is a better choice than an RRSP in your savings plan.
Let us help you get started
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