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Meeting the investment needs of business owners

Grow your business and your wealth

     
    Investment solutions for your business

     
    Whether you want to put your surplus business funds to work, support your or your employees' retirement needs, or get some financial planning expertise, we're here to help.

     

    Investment Options

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    Term Deposits

    Guaranteed interest rates mean you always know how your money's doing

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    Group RRSP Plans

    Help your staff save for retirement through an employee-sponsored savings plan

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    Investment Portfolios

    Build a customized portfolio to help you meet your unique business goals

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    FROM THE LEARNING CENTRE
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    Why partnerships are a win-win

    It might seem counter-intuitive, but partnering with other businesses can make yours stronger and more competitive. 

    Explore the possibility
     

    Retirement Programs

     
    Being a busy business owner doesn't mean giving up on saving for a comfortable retirement.

     

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    Insured Retirement Plans through universal life insurance

    Build savings on a tax-deferred basis with a permanent life insurance policy.

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    Individual Pension Plans for business owners

    Boost your retirement savings while lowering your company’s tax burden.

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    Group RRSP plans to meet the needs of your team

    Help employees save for retirement through an employer-sponsored plan powered by payroll deductions

    How can we help?

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    Work with an advisor

    Get one-on-one guidance to develop a wealth strategy

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    Not sure where to start?

    Chat with a Coastal Community online representative

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    Visit a branch

    Get connected with the expert advice you need

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    *Mutual funds, other securities and financial planning are offered through Credential Securities, a division of Credential Qtrade Securities Inc.
    Credential Securities is a registered mark owned by Aviso Wealth Inc. 

    Connect with Coastal Community

     

    We're here for you. 

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    Together, let's do great things. 
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    Coastal Community Credit Union acknowledges that we are located on the Lands of the Coast Salish, Nuu-chah-nulth and Kwakwaka’wakw ancestors and families, whose historical relationships with the Land continue to this day. We are grateful to have the opportunity to live, learn, work and play in their traditional and unceded territories.

    © Copyright 2025 Coastal Community Credit Union