Get Started with Qtrade Guided Portfolios™
Personal Advice in a Digital WorldSign Up For Your Invitation To Get Started!
By choosing Coastal Community Credit Union’s additional advisory services, you will be provided the following services and will be charged a service fee of 0.50% of your portfolio value in addition to Qtrade Guided Portfolios management fees:
- A relationship manager available on demand
- Access to Financial Planning
- Invitation to Financial Education Events
- Financial Health & Retirement Readiness Tools
To open and access your account, you will need:
- Social Insurance Number
- Government ID
- Details of your income, assets and net worth
Complete the form below and we’ll email you a link to get started.
If you would like to open a Qtrade Guided Portfolios account without the additional advisory services and the service fee mentioned above, please click here.
Schedule a virtual meeting with Lindsey to get personalized advice on the best solution for you.
Lindsey Smith, CFP, RIS
Mobile Savings Coach
Coastal Community Private Wealth Group
Investment Advisor
Credential Securities
Lindsey is passionate about helping you start saving for what matters to you.
With over 16 years of experience working with some of the top national investment firms Lindsey has taken her leadership skills and innovation to the next level! She is here to help you make small changes towards big savings. Lindsey has a strong passion for helping the younger generation achieve their savings goals.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a wholly owned subsidiary of Coastal Community Credit Union. Coastal Community Financial Management Inc. is a licensed life insurance agency offering financial planning, life insurance and investments.