You have a range of goals – we have a range of options
For all your present and future needs, from simple to complex
Tailored-to-you investment solutions
Our Coastal Community advisors can create a balanced investment strategy, suited to your goals and risk tolerance. Whether you need education savings or a plan for your retirement, our team is here to help.
Investment options
A number of ways to invest your money so that every need and preference is covered, now and into the future.
Guaranteed
term deposits
Safe, secure investments with the certainty of guaranteed returns
Qtrade Guided PortfoliosTM
A fully automated service with continuous oversight and regular rebalancing by experts
Market-based
investments
Customized for you by an advisor, based on your goals and risk tolerances
Stocks
and bonds
For the more sophisticated investor to help round out your financial plan
YOUR COASTAL SPOTLIGHT
It’s a good strategy for anyone who wants to invest in GICs.
Tracie St. Luke, Manager of our Relationship Centre, discusses the term deposit laddering strategy, how to go about doing it and why. Benefits include:
- Providing you with a regular opportunity to get a potentially higher rate
- Giving you the flexibility to access funds yearly, should plans change
- The ability to maximize your return, in case of lower interest rates
Registered Plans
Saving for your retirement or a child’s education? A registered savings plan is a great choice.
RESP
Registered Education Savings – tax-sheltered & government top up
RIF
Registered Income Fund – optimize income in retirement
TFSA
Tax-Free Savings – long, medium or short-term goals
RRSP
Retirement Savings – tax-deferred & tax-deductible
FHSA
First Time Home Buyers – tax-sheltered saving
Let us help you
*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.
Ask us about investing
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