Skip to main content
1.5.3 Our Approach.png

Tailored solutions to meet your investment goals

Build a comprehensive plan for your future

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.

​ 
 

Planning and advice that evolves with you

 
No matter where you are in your investing journey, talk to us to find the products that work for you. 

 

Qtrade Guided Portfolios

QTRADE GUIDED PORTFOLIOSTM
Yellow Line 

A smart, easy way to invest

Write your own future and invest with confidence with Qtrade Guided Portfolios*.  

Benefits:

  • A fully automated service so you don’t have to make any investment decisions
  • Continuous oversight & regular rebalancing by Qtrade Guided Portfolios experts
  • Friendly support from knowledgeable investment representatives by email & phone
our-approach-ccpwg-compressor.png

COASTAL COMMUNITY PRIVATE WEALTH GROUP

Work one-on-one with an advisor

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

 

qtrade.png

QTRADE DIRECT INVESTINGTM

Build your own portfolio

Empower yourself by putting your own investing ideas to work with Qtrade.

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

 

*Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

**Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Credential Securities. Qtrade Direct Investing and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Qtrade and Qtrade Direct Investing are trade names and trademarks of Aviso Wealth.

 

Retirement-704x384.jpg

RETIREMENT READINESS

Are you thinking about retirement?

Take this 3-minute quiz provided through our partner, Everything Retirement, to check your readiness. You’ll get a snapshot of your finances, work, health and relationships to help you plan.

For your financial health

 
Our advisors unpack the key issues that matter to you.

3 retirement savings tools to help you plan ahead

These free online calculators can help you figure out how to retire in comfort

Find out how much to save >

Why you need an emergency fund

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

Do I really need an emergency fund? >

When to select a TFSA vs an RRSP

Learn when a TFSA is a better choice than an RRSP in your savings plan.

When should I choose a TFSA? >