Investing

Coastal Financial Credit Union offers a comprehensive range of investment products. The type of investment you choose will be affected by what your needs and goals are.

Make sure you make an informed decision about your RRSPs by viewing our RRSP information and tools, and by seeking professional advice.

Investing in an RESP will assist your family to have more financial freedom to choose their future. Planning today for tomorrow is the smart way to realize your family’s education goals.

We understand that the selection of a RRIF depends entirely on your personal situation. That’s why with a Coastal Financial Credit Union RRIF you can choose your own investments and change your payment amount from time to time.

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.

Financial Planning - Financial services and solutions designed specifically for your lifestyle and life stage.

Term Deposits - Provides a secure, worry-free investment for long term funds.

RRSPs - With careful long-term planning you can accumulate enough savings to enjoy retirement.

RRIFs - Living well during your retirement means managing your retirement income wisely.

RESPs - Prepare for your children's pursuit of a higher education.

Mutual Funds* - Combine the benefits of diversification and professional management with being affordable to the average investors.

Tax-Free Savings Account - a savings option that allows you to earn investment interest tax-free.

*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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