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
Financial Planner
Coastal Community Private Wealth Group
Investment Advisor
Credential Securities
With over 22 years in financial services, including 19 years in wealth management, I’m passionate about making financial planning approachable and understandable. As a Certified Financial Planner® professional and Responsible Investment Specialist (RIS), I’ve had the privilege of working with clients, credit union members, and internal teams to navigate complex financial challenges, helping them achieve clarity and confidence in their financial futures.
Throughout my career, I’ve built a reputation for delivering friendly, down-to-earth guidance that simplifies the complexities of financial planning. I prioritize trust, accountability, and strong relationships—whether I’m working one-on-one with clients or collaborating with internal teams. My goal is always to help you feel empowered, informed, and on track to meet your financial goals, without the confusion or fear that often accompanies investing.
I love helping people connect with their financial goals and values, and I take pride in effecting positive change, not just for my clients, but within the teams I work with as well. I believe in providing clear, actionable steps to guide you toward your future success.
Outside of work, I’m a proud wife and mother of three, a long-time resident of the Comox Valley, and an outdoor enthusiast. When I’m not helping clients plan for the future, you can find me mountain biking, skiing, dirt biking, or traveling with my family.
My passion for animals, the outdoors, and family life keeps me grounded and connected to what truly matters. Whether you’re starting your financial journey or looking for a second opinion, I’m here to make the process straightforward, clear, and aligned with your personal goals.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Qtrade Guided Portfolios is a division of Aviso Financial 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.