Skip to main content

​From investments to planning estates, we can help

Get what you need, when you need it

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

*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.


Get retirement resources on everything from wellness to finances

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

For your financial health

Our Learning Centre is dedicated to providing our members and communities with content focused on improving financial health.

Paying off debt while saving for retirement

Learn some tips to help you pay down debt for a stress-free future.

How do I pay down debt? >

Tips on how to handle an inheritance

An inheritance often brings with it grief and other emotions. Take your time to consider your options.

What should I think about? >

The importance of estate planning

A detailed estate plan is the best gift you can give your loved ones.

Who needs an estate plan? >

Connect with Coastal Community

Let us help you get started