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You have a range of goals - we have a range of options

For all your present and future needs, from simple to complex

Tailored-to-you investment solutions

Our Coastal Community advisors can create a balanced investment strategy, suited to your goals and risk tolerance. Whether you need education savings or a plan for your retirement, our team is here to help.


Investment options

A number of ways to invest your money so that every need and preference is covered, now and into the future.​​

Guaranteed term deposits

Safe, secure investments with the certainty of guaranteed returns

Qtrade Guided PortfoliosTM

A fully automated service with continuous oversight and regular rebalancing by experts

Market-based investments

Customized for you by an advisor, based on your goals and risk tolerances

Stocks and bonds

For the more sophisticated investor to help round out your financial plan

Your Coastal Spotlight

It's a good strategy for anyone who wants to invest in GICs.

Tracie St. Luke, Manager of our Relationship Centre, discusses the term deposit laddering strategy, how to go about doing it and why. Benefits include: 

 Providing you with a regular opportunity to get a potentially higher rate 

 Giving you the flexibility to access funds yearly, should plans change

​ ​​The ability to maximize your return, in case of lower interest rates 

Registered Plans

Saving for your retirement or a child's education? A registered savings plan is a great choice.


Registered Education Savings - tax-sheltered & government top up


Registered Income Fund - optimize income in retirement 


Tax-Free Savings - long, medium or short-term   


Retirement Savings - tax-deferred & tax-deductible


First Time Home Buyers - tax-sheltered saving

Let us help you



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


Get one-on-one guidance and develop a comprehensive strategy with a Private Wealth advisor.



Chat with a Coastal Community online representative to help you decide which option is right for you.

*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.