Get started with investing
Whether you’re well on your way to building retirement savings or taking the first step, Qtrade Guided PortfoliosTM in partnership with Coastal Community is a convenient way to meet your goals.
A smart, easy way to invest
Get ready to invest with confidence and watch your money grow with Qtrade Guided Portfolios.
Customize to your goals
Complete an online questionnaire and let Qtrade guide you to an expertly designed portfolio that fits your goals
Watch your savings grow
Easily set up your account online with no minimum and then leave the investing to Qtrade Guided Portfolios
Support when you need it
Get investment answers from Qtrade Guided Portfolio experts along with access to financial health coaching from your personal Mobile Savings Coach.
A service you can trust
In just a few easy steps, get your retirement savings on track and take advantage of expert assistance on monitoring your plan.
Convenient simple investing
A fully automated service so you don’t have to make any investment decisions
Wide range of options
High-quality investments that are diversified across geographies, sectors & industries
Constant evaluation
Continuous oversight and regular rebalancing by Qtrade Guided Portfolios experts
Easy investment tracking
Mobile apps available so you can easily keep an eye on your investments
Friendly support
Connect with knowledgeable investment representatives by email & phone
Financial health expertise
Access to personal financial health coaching & tools through Coastal Community’s Mobile Savings Coach
*Qtrade Guided Portfolios is a division of Aviso Financial Inc.
We’re here to help
Book an appointment if you need help transferring existing funds from myCoastal Retirement Plan. If you prefer to do this yourself, please review some of our helpful resources below.
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Lindsey Smith, CFP
Connect with Lindsey to create a customized savings strategy to achieve your retirement goals. She will help you: Identify and set long-term savings goals Create a tailored plan to help you achieve your goals Review your investment choices and savings plan to ensure you are on track to your goals
Legal:
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a subsidiary of Coastal Community Credit Union. Coastal Community Financial Management Inc. is a licensed life insurance agency offering financial planning, life insurance and investments.
SAVING FOR RETIREMENT
Can I pay down debt while saving for retirement?
Yes, by creating a budget to help you stay on top on your finances. A budget will:
- Help keep spending on track
- Distinguish the difference between needs and wants
- Help allocate money to repay debt
- Help allocate money to build a nest egg