Ways to Invest

Invest With Confidence

When it comes to investing, we understand it’s not a one-size-fits-all approach. Whether you’re just getting started with investing or have more complex needs, you can rest easy knowing we are here for you along the way. We have a variety of investment options to suit your needs of today and to help you meet your goals of tomorrow.

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.

Happy couple buying their first home
When you have a specific goal in mind

We focus on listening to each client because we believe everyone’s needs and financial goals for their future are unique.

A Coastal Community Credit Union Financial Consultant can help, by first understanding your goals-no matter where you are in life-then building a plan with you to meet them.

Happy multigenerational family
When your financial picture is more complex

High-net-worth individuals and their families face complicated financial decisions requiring sophisticated advice and solutions.

Now, how do you ensure you can protect, grow and pass it along? You may benefit from the comprehensive wealth management services of one our Private Wealth Advisors.

We welcome the opportunity to hear from you…