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.
Tailored solutions to meet your investment goals
Build a comprehensive plan for your future
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 PORTFOLIOSTM
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
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 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 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
Why you need an emergency fund
Reduce your financial stress by setting aside money to deal with the unexpected.
When to select a TFSA vs an RRSP
Learn when a TFSA is a better choice than an RRSP in your savings plan.
Connect with Coastal Community
We're here for you.
SECURITY & PRIVACY
Together, let's do great things.
Coastal Community Credit Union acknowledges that we are located on the Lands of the Coast Salish, Nuu-chah-nulth and Kwakiutl ancestors and families, whose historical relationships with the Land continue to this day. We are grateful to have the opportunity to live, learn, work and play in their traditional and unceded territories.
© Copyright 2023 Coastal Community Credit Union