Our ServicesWealth Management Services
Our clients rely on our expertise as a trusted financial partner based on our approach of People – Partnership – Value – Leadership.
Stocks* / Bonds* / ETF's* / Mutual Funds*
Through our strategic partnership with Aviso Wealth Inc., we have access to a wide range of investment choices to build your portfolio.
*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
**The Credential Managed Account is distributed by Credential Securities. Mutual funds and other securities are offered through Credential Securities, a division of Credential trade Securities 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. Credential Securities is a registered mark owned by Aviso Wealth Inc.
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 are offered through Credential Asset Management Inc.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth 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 trade name of Credential Qtrade Securities Inc.
I'm a self-directed investor
- Execute with ease on an award-winning trading platform.
- Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate and test your portfolio with calculators and tools.
- Qtrade Direct Investing™ offers an extensive library of articles and learning resources and more.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write Your Own Future are trade names and/or trademarks of Aviso Wealth Inc.
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.
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.