Our Services

Wealth Management Services

Our clients rely on our expertise as a trusted financial partner based on our approach of People – Partnership – Value – Leadership.


A Registered Retirement Savings Plan (RRSP) that you establish and to which you or your spouse or common-law partner contribute. Deductible RRSP contributions can be used to reduce your tax now for a future income stream.


A Registered Retirement Income Fund (RRIF) is an arrangement between you and a carrier (an insurance company, a trust company or a bank) to be used in your retirement. Earnings in a RRIF are tax-free and amounts paid out of a RRIF are taxable on receipt.


A Registered Education Savings Plan (RESP) is a special savings account for parents who want to save for their child’s education after high school.

Managed Accounts**

Separately managed accounts (SMAs) offer a tailored approach to investing that takes into account the unique needs of each investor. Each individual portfolio is overseen by a professional manager.

Stocks* / Bonds* / ETF's* / Mutual Funds*

Through our strategic partnership with Aviso Wealth, we have access to a wide range of investment choices to build your portfolio.

**Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

**The Credential Managed Account is distributed by Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Please read the prospectus before investing. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

Ways to Invest

I want personalized wealth advice
  • We offer a one-to-one relationship with a dedicated Coastal Community advisor.
  • Our discovery process will help enable us to provide the personal wealth management services that are right for you – together.
  • We’ll be in regular contact to review and update your plan as your needs and priorities change.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

DIY with an advisor when I need it
  • A smart, easy way to invest
  • A fully automated service through Qtrade Guided Portfolios™ so you don’t need to monitor or manage.
  • Custom low-cost portfolios.
  • Your own personal Mobile Savings Coach when you need financial health and wealth advice.

Qtrade Guided Portfolios is a division of Aviso Financial Inc.

I'm a self-directed investor

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries.

Business Solutions

Many small business owners are too busy growing their business to spend time looking after their personal wealth. Others put all their eggs in one basket, relying too heavily on the equity they have built in their business as their ticket to a comfortable retirement.

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Life and Health Insurance

Having the right insurance protection can make a big difference in your life and the lives of those close to you. A properly constructed insurance plan can mean the difference between leaving your family financially secure or with unwanted debt that may last for years.

Estate and Trust Services

Whether you are planning your own estate or dealing with a loved one’s death, we offer a wide range of solutions for the effective planning and transfer of assets to the next generation.

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