Tailored solutions to meet your goals

Build a comprehensive plan for your future

Tailored solutions to meet your goals

Build a comprehensive plan for your future

Tailored solutions to meet your investment goals

Build a comprehensive plan for your future

Personal
Investing & Retirement
Our Approach

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.

MYCOASTAL RETIREMENT PLAN

Get started with investing

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

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Book an Appointment

*myCoastal Retirement Plan is powered by Manulife Financial. Member Rewards Program starts once your savings balance reaches $25,000.

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

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Book an Appointment

QTRADE INVESTOR

Build your own portfolio

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

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*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.

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.

Take the quiz