Investing

If you need financial advice, look to Coastal Financial Credit Union. We offer as comprehensive a range of investment products (in-branch and by referral) as can be found in the market today. The type of investment you choose will be affected by what your needs and goals are.

Term Deposits...allows you to maximize the earning potential on flexible terms.

Wealth Management...a comprehensive family of financial services and solutions.

Mutual Funds*...combine the benefits of diversification and professional management with being affordable to the average investor.

Coastal Financial Credit Union offers a wide range of term deposit options. Are you looking for investments that are environmentally friendly and socially responsible? Look no further. With Coastal Financial Credit Union, you'll always have investment options to meet your specific financial and ethical criteria.




*Mutual funds and other securities-related products and services are offered through an affiliation with Raymond James Ltd., by referral to Stephen Bishop & Associates Wealth Management Services of Raymond James Ltd. Prior to engaging in this relationship, a full account relationship disclosure document will be provided for review and discussion. Commissions, trailing commissions, management fees and expenses all may be associated with investment products. Mutual fund investments are not guaranteed, their values change frequently and past performance may not be repeated. Before investing in any mutual fund product, please read the prospectus. Unless otherwise stated, cash balance, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Raymond James Ltd. is an IIROC Member Firm and a Member of the Canadian Investor Protection Fund. Information brochures on IIROC and the Canadian Investor Protection Fund are available through your Raymond James Advisor and their office.  You can also visit the Raymond James website at www.raymondjames.ca for additional information on Raymond James and its products and services.

 

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