Ways to InvestInvest 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 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.
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.
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.