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​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.

Estate planning 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 important assets
 

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

 

Let us help you

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Get a professionally managed portfolio

Set up a no-stress, low cost retirement savings program with Qtrade Guided PortfoliosTM.

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Work with a Financial Consultant

Talk to a Financial Consultant about your investing journey, whether you’re just beginning or have advanced needs.

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​​Not sure
where to begin?

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

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Let us help
you get started

Complete the form below and let us help answer any questions you may have.

Financial Consultants

FINANCIAL CONSULTANTS
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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
  • Proactive solutions to things you may not have anticipated
  • A combined team of experts with additional skills & advice to tap into

Financial Consultants

 

Our Financial Consultants are now available via phone and video conference for new and existing clients! Book your appointment here or expand the regions below to find an expert near you. 

FINANCIAL CONSULTANT
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Bora Milekic, BBA, QAFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

 

Discovery Harbour | Willow Point | Quadra Island | Port Hardy | Port McNeil

 

Tracy Trotter

FINANCIAL CONSULTANT
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Tracy Trotter

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

 

Comox Valley | Courtenay

 

 

FINANCIAL CONSULTANT
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Kate Gardiner

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

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Nanaimo - Hammond Bay | Bowen Road

 

FINANCIAL CONSULTANT
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Michael Li, BBA CPA, CFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth

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Nanaimo - Harbourfront, Southgate | Gabriola

 

FINANCIAL CONSULTANT
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Hayley Burvill

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

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Nanaimo - Bowen Road

 

FINANCIAL CONSULTANT
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Alex Neufeld

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

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Port Alberni | Qualicum Beach

 

FINANCIAL CONSULTANT
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Jimmy Macmunn

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth

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Parksville | Nanoose

 

*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.

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EVERYTHING RETIREMENT
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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

Sign Up Now

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? >

Withdrawing from your TFSA or RRSP?

Learn how to avoid costly mistakes whether you’re taking out money or paying it back.

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? >
Discover More in the Learning Centre
 

Connect with Coastal Community

 

We're here for you. 

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1-888-741-1010
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Coastal Community Credit Union acknowledges that we are located on the Lands of the Coast Salish, Nuu-chah-nulth and Kwakwaka’wakw 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.

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