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Get started with investing

 
Whether you're well on your way to building retirement savings or taking the first step, myCoastal Retirement Plan is a convenient way to meet your goals. Invest as little as $25 per month.


Manage your retirement savings

 
Make informed decisions about the money you're saving for retirement and make adjustments along the way.​

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Customize to your goals

 
Fill out a questionnaire online & get a portfolio recommendation tailored to your risk tolerance and goals

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Manage your regular contributions

 
Manage your portfolio when and where you want, on your phone, tablet or desktop

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Support when you need it

 
Get advice & answers to your questions from a Coastal Community Mobile Savings Coach via phone or email

How it works

In just a few easy steps, get your retirement savings on track and take advantage of expert assistance on monitoring your plan. 

 
Choose your account

Go to myCoastal Retirement Plan to get the Policy number and Access code of the type of account you want to open.


 
Enroll easily online

 
Click "Enroll now" and enter the Policy number and Access code. You will also need to enter your personal information to enroll.​ 

 
Discover your investor style

Answer a few straightforward questions to determine your goals and risk tolerance.


 
Get portfolio recommendation

You will be guided to choose the fund that best suits your style.
 
 
 

 
Monitor & adjust your plan
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Review your contributions and your portfolio to stay on track. Download the "Manulife Mobile" app to make changes on the go!
 

 
Get assistance along the way

Wondering how to transfer funds into your account? Get advice and answers to all your questions from your Coastal Community Mobile Savings Coach.


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

MOBILE SAVINGS COACH
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Lindsey Smith, CFP

Mobile Savings Coach,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities

250.702.0805

Connect with Lindsey Smith to create a customized savings strategy to achieve your retirement goals. She coach will help you:

 Identify and set long-term savings goals

 Create a tailored plan to help you achieve your goals

​ ​​Review your investment choices and savings plan to ensure you are on track to your goals


Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

SAVING FOR RETIREMENT
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Can I pay down debt while saving for retirement?

 
Yes, by creating a budget to help you stay on top on your finances. A budget will:

 Help keep spending on track

 Distinguish the difference between needs and wants

​ ​​Help allocate money to repay debt

​ ​​Help allocate money to build a nest egg

Connect with Coastal Community


Let us help get you started


Together, let's do great things. 

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