From investments to planning estates, we can help

Get what you need, when you need it

Personal
Investing & Retirement
Our Approach
How We Help Our Members Invest

Starting out to starting retirement

Whether you're just forming your financial goals or have more sophisticated needs and requirements, we're here to help.

Getting started on your investment path

Is investing right for you? Talk to an advisor to learn how to get started.

Improving performance of your investment portfolio

Talk to your advisor to learn some strategies to boost your portfolio performance.

Planning for the retirement you envision

Get peace of mind by putting together a solid and tailored plan for your retirement years.

Catching up on retirement

No matter your age, there are ways to maximize your savings to prepare for retirement.

Optimizing your tax burden

Proactive tax planning can help you keep more of what you make with tax-efficient strategies.

Planning your estate or dealing with a loved ones passing

Get a wide range of solutions to plan for the transfer of assets to the next generation.

Planning your charitable giving

Find out how to support the causes you care about through charitable giving.

Protecting your assets

A properly constructed insurance plan will help you protect what matters most.

Let us help you

Get a professionally managed portfolio

Set up a no-stress, low cost
retirement savings program with myCoastal Retirement Plan.

Work with a Financial Consultant

Begin your investment journey by talking to a Financial Consultant, whether you’re just starting out or have more sophisticated needs.

Not sure?

Chat with a Coastal Community online representative to find out what type of investment strategy best suits you.

FINANCIAL CONSULTANTS

Seamless integrated services: putting your needs first

Start your financial journey with someone who focuses on understanding your situation - and who can bring in other experts as needed for a seamless integrated approach. You get:

Unbiased and tailored financial advice

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Credential Securities

Campbell River | Quadra Island | Port Hardy | Port McNeill

Book an appointment

Jordan.Elwood@cccu.ca

*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.

EVERYTHING RETIREMENT

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Sign up for the Everything Retirement newsletter to get information, insight and advice on the opportunities—and the challenges—of retirement. Learn about:

Financial planning, investing, insurance and estate planning

Wellness, lifestyle and recreation articles

Finding rewarding work after retirement