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.
You have a range of goals - we have a range of options
For all your present and future needs, from simple to complex
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
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
RRSP
Registered Retirement Savings for tax-deferred growth & tax-deductible annual contributions. Perfect for retirement savings.
TFSA
Tax-Free Savings Accounts for tax-sheltered growth. Perfect for long, medium or short-term saving with zero taxation when you withdraw.
RIF
Registered Income Fund for turning your retirement savings into income. Perfect for optimizing income in retirement.
RESP
Registered Education Savings Plans for tax-sheltered savings & an annual government top up. Perfect for preparing for your child's education.
Get a professionally managed portfolio
Set up no stress, low-cost retirement savings with myCoastal Retirement Plan.
Get one-on-one guidance and develop a comprehensive strategy with a Private Wealth advisor.
