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.
Customize to your goals
Fill out a questionnaire online & get a portfolio recommendation tailored to your risk tolerance and goals
Manage your regular contributions
Manage your portfolio when and where you want, on your phone, tablet or desktop
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
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
Lindsey Smith, CFP
Mobile Savings Coach,
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, 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
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
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 2022 Coastal Community Credit Union