Mutual Funds
Let the experts grow your wealth to a new level by investing in a professionally managed collection of stocks, bonds, and securities — included with your membership.
Expert Wealth Management. One Membership.
Mutual funds* offer a simple, diversified way to invest — and as a Coastal Financial CU member, you get access to professionally managed portfolios through Aviso Wealth. Whether you're saving for retirement, a major purchase, or long-term growth, our team in Southwest Nova Scotia is here to help you invest with confidence.
Why invest in mutual funds*?
Professionally managed
Let the experts do the heavy lifting, monitoring the markets and managing your mutual funds for you.
Fully diversified
Invest in a pool of varied investments that keep your portfolio well diversified to lower risk.
Options for everyone
Whether you want growth, security, or something in between, we have a mutual fund for you.
Ready to invest with confidence?
As a member of Coastal Financial CU, you have access to professional wealth management with CU Financial Management. Get a wide range of mutual funds* tailored to your goals and risk tolerance - included in your membership1. Book an appointment with a CU Financial Management advisor today.
Not sure if a mutual fund*is what you need?
We’ll be happy to help review your goals and find the right solution for you.
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Want to Save for Retirement?
RRSPs pair perfectly with mutual funds to help you grow your retirement savings tax-deferred.
Looking to Take a Hands-On Approach?
If you prefer to manage your own investments, our Qtrade Direct Investing® platform gives you full control.
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.
1 Advice 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.
