Business Mutual Funds
Invest your business reserves with confidence
Put Your Business Capital to Work — Professionally Managed, Locally Supported
Your business works hard — your money should too. As a Coastal Financial CU member, you can invest excess business funds in professionally managed mutual fund portfolios through Aviso Wealth*. Whether you're saving for future growth, managing cash flow, or building long-term reserves, our team in Southwest Nova Scotia is here to help you invest wisely.
Why invest in mutual funds*?
Professionally managed
Save your business time by letting the experts monitor markets and manage your mutual funds for you.
Fully diversified
Benefit from a pool of varied investments that ensure your portfolio is well diversified to limit risk.
Options for every business
Whether your goal is growth, security, or something in between, we have a mutual fund for you.
Ready to grow your business reserves?
Your business investments are professionally managed by experienced portfolio managers through CU Financial Management — and it’s all included with your Coastal Financial CU membership1. With flexible fund options tailored to your goals, local support from CU Financial Management advisors, and the potential to earn more than traditional savings accounts, it’s a smart way to grow your business reserves.
Not sure if a mutual fund* is what you need?
Book an appointment to review your goals and find the right solution for you and your business.
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Prefer a Safer Investment Option?
If your business is looking for guaranteed returns with zero risk, our in-house Term Deposits (GICs) are a secure alternative.
Protect Your Business and Legacy
Life insurance — including key person coverage — helps safeguard your business from unexpected loss and supports long-term planning.
LEGAL DISCLAIMER
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
1Advice services with CU Financial Management are included with your Coastal Financial Credit Union membership. Other fees, such as transfer fees, mutual fund fees, exchange rates, etc. may apply.
CU Financial Management Ltd. is wholly owned by Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Community Credit Union Ltd, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast Credit Union Ltd, Mosaik Credit Union Ltd, Provincial Credit Union Ltd, Public Service Credit Union Ltd, Souris Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, and Valley Credit Union.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.
1Advice services with CU Financial Management are included with your Coastal Financial Credit Union membership. Other fees, such as transfer fees, mutual fund fees, exchange rates, etc. may apply.
CU Financial Management Ltd. is wholly owned by Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Community Credit Union Ltd, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast Credit Union Ltd, Mosaik Credit Union Ltd, Provincial Credit Union Ltd, Public Service Credit Union Ltd, Souris Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, and Valley Credit Union.
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Copyright 2025 Coastal Financial Credit Union. All rights reserved.
Mortgage Licesnse 3000026
Coastal Financial Credit Union is a credit union operating in Nova Scotia. Deposits are insured under the terms of the Credit Union Deposit Insurance Corporation.
Copyright 2025 Coastal Financial Credit Union. All rights reserved.
Mortgage Licesnse 3000026
Coastal Financial Credit Union is a credit union operating in Nova Scotia. Deposits are insured under the terms of the Credit Union Deposit Insurance Corporation.
