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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.​​

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Guaranteed term deposits

Safe, secure investments with the certainty of guaranteed returns

myCoastal Retirement Plan

Segregated fund portfolios chosen based on your goals and managed online

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Market-based investments

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

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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.

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RRSP

Registered Retirement Savings for tax-deferred growth & tax-deductible annual contributions. Perfect for retirement savings.

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TFSA

Tax-Free Savings Accounts for tax-sheltered growth. Perfect for long, medium or short-term saving with zero taxation when you withdraw.

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RIF

Registered Income Fund for turning your retirement savings into income. Perfect for optimizing income in retirement.

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RESP

Registered Education Savings Plans for tax-sheltered savings & an annual government top up. Perfect for preparing for your child's education.

Let us help you


*myCoastal Retirement Plan is powered by Manulife Financial. Member Rewards Program starts once your savings balance reaches $25,000.

*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.

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