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Get started with investing

Whether you’re well on your way to building retirement savings or taking the first step, Qtrade Guided PortfoliosTM in partnership with Coastal Community is a convenient way to meet your goals.

A smart, easy way to invest

Get ready to invest with confidence and watch your money grow with Qtrade Guided Portfolios.

Customize to your goals

Complete an online questionnaire and let Qtrade guide you to an expertly designed portfolio that fits your goals

Watch your savings grow

   Easily set up your account online with no minimum and then leave the investing to Qtrade Guided Portfolios

Support when you need it

Get investment answers from Qtrade Guided Portfolio experts along with access to financial health coaching from your personal Mobile Savings Coach. 

A service you can trust

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

Convenient simple investing

A fully automated service so you don’t have to make any investment decisions


Wide range of options

High-quality investments that are diversified across geographies, sectors & industries


Constant evaluation

Continuous oversight and regular rebalancing by Qtrade Guided Portfolios experts


Easy investment tracking

Mobile apps available so you can easily keep an eye on your investments


Friendly support

Connect with knowledgeable investment representatives by email & phone


Financial health expertise

Access to personal financial health coaching & tools through Coastal Community's Mobile Savings Coach


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


We're here to help

Book an appointment if you need help transferring existing funds from myCoastal Retirement Plan. If you prefer to do this yourself, please review some of our helpful resources below.



Lindsey Smith, CFP

Financial Planner,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities

Connect with Lindsey Smith to create a customized savings strategy to achieve your retirement goals. She 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 and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.



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