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Starting out to starting retirement

Whether you're just forming your financial goals or have more sophisticated needs and requirements, we're here to help.

 

Getting started on your investment path
 

 Is investing right for you? Talk to an advisor to learn how to get started.

Improving performance of your investment portfolio

Talk to your advisor to learn some strategies to boost your portfolio performance.

 

Planning for the retirement you envision

Get peace of mind by putting together a solid and tailored plan for your retirement years.

Catching up on retirement
 

No matter your age, there are ways to maximize your savings to prepare for retirement. 

 

Optimizing your tax burden
 

Proactive tax planning can help you keep more of what you make with tax-efficient strategies.

Estate planning or dealing with a loved ones passing

Get a wide range of solutions to plan for the transfer of assets to the next generation.

Planning your charitable giving
 

Find out how to support the causes you care about through charitable giving.

Protecting your important assets
 

A properly constructed insurance plan will help you protect what matters most.

 

Let us help you

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Get a professionally managed portfolio

Set up a no-stress, low cost retirement savings program with Qtrade Guided PortfoliosTM.

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Work with a Financial Consultant

Talk to a Financial Consultant about your investing journey, whether you’re just beginning or have advanced needs.

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​​Not sure
where to begin?

​Chat with a Coastal Community online representative to find out what type of investment strategy best suits you.

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Let us help
you get started

Complete the form below and let us help answer any questions you may have.

Financial Consultants

FINANCIAL CONSULTANTS
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Seamless integrated services: putting your needs first

Start your financial journey with someone who focuses on understanding your situation - and who can bring in other experts as needed for a seamless integrated approach. You get:

  • Unbiased and tailored financial advice
  • Proactive solutions to things you may not have anticipated
  • A combined team of experts with additional skills & advice to tap into

Financial Consultants

 

Our Financial Consultants are now available via phone and video conference for new and existing clients! Book your appointment here or expand the regions below to find an expert near you. 

FINANCIAL CONSULTANT
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Bora Milekic, BBA, QAFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

 

Discovery Harbour | Willow Point | Quadra Island | Port Hardy | Port McNeill

 

Tracy Trotter

FINANCIAL CONSULTANT
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Tracy Trotter

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

 

Comox Valley | Courtenay

 

 

FINANCIAL CONSULTANT
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Kate Gardiner

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

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Nanaimo - Hammond Bay | Bowen Road


FINANCIAL CONSULTANT
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Michael Li, BBA, CFP, CIM, FCSI

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth

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Nanaimo - Harbourfront, Southgate | Gabriola


FINANCIAL CONSULTANT
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Hayley Burvill, BBA, CFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

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Nanaimo - Bowen Road


FINANCIAL CONSULTANT
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Robby Manj

Financial Consultant, Coastal Community Credit Union
Registered Representative, Aviso Wealth 


Chemainus | Duncan | Victoria | Tofino | Ucluelet | Relationship Centre


 

FINANCIAL CONSULTANT
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Alex Neufeld, BBA, PFP

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth 

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Port Alberni | Qualicum Beach


FINANCIAL CONSULTANT
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Jimmy Macmunn

Financial Consultant, Coastal Community Credit Union
Investment Advisor, Aviso Wealth

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Parksville | Nanoose


*Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.

For your financial health

 
Our Learning Centre is dedicated to providing our members and communities with content focused on improving financial health.

 

Paying off debt while saving for retirement

Learn some tips to help you pay down debt for a stress-free future.

How do I pay down debt? >

Withdrawing from your TFSA or RRSP?

Learn how to avoid costly mistakes whether you’re taking out money or paying it back.

What should I think about? >

The importance of estate planning

A detailed estate plan is the best gift you can give your loved ones.

Who needs an estate plan? >
Discover More in the Learning Centre
 

Connect with Coastal Community

 

We're here for you. 

tel:+18887411010
1-888-741-1010
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Coastal Community Credit Union acknowledges and respects 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 continue to work toward building relationships with the Indigenous Peoples of this Land.

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