Log In Personal Investing & Retirement Our Approach Get Started With Investing Get started with investing Whether you're well on your way to building retirement savings or taking the first step, myCoastal Retirement Plan is a convenient way to meet your goals. Invest as little as $25 per month. Manage your retirement savings Make informed decisions about the money you're saving for retirement and make adjustments along the way. Customize to your goals Fill out a questionnaire online & get a portfolio recommendation tailored to your risk tolerance and goals Manage your regular contributions Manage your portfolio when and where you want, on your phone, tablet or desktop Support when you need it Get advice & answers to your questions from a Coastal Community Mobile Savings Coach via phone or email How it works In just a few easy steps, get your retirement savings on track and take advantage of expert assistance on monitoring your plan. Choose your account Go to myCoastal Retirement Plan to get the Policy number and Access code of the type of account you want to open. Enroll easily online Click "Enroll now" and enter the Policy number and Access code. You will also need to enter your personal information to enroll. Discover your investor style Answer a few straightforward questions to determine your goals and risk tolerance. Get portfolio recommendation You will be guided to choose the fund that best suits your style. Monitor & adjust your plan Review your contributions and your portfolio to stay on track. Download the "Manulife Mobile" app to make changes on the go! Get assistance along the way Wondering how to transfer funds into your account? Get advice and answers to all your questions from your Coastal Community Mobile Savings Coach. Go to myCoastal Retirement Plan *myCoastal Retirement Plan is powered by Manulife Financial. Member Rewards Program starts once your savings balance reaches $25,000. MOBILE SAVINGS COACH Lindsey Smith, CFP Mobile Savings Coach, Coastal Community Private Wealth Group Investment Advisor, Credential Securities Connect with Lindsey Smith to create a customized savings strategy to achieve your retirement goals. She will help you: Identify and set long-term savings goals Create a tailored plan to help you achieve your goals Review your investment choices and savings plan to ensure you are on track to your goals Email Lindsey Book an appointment with Lindsey Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. SAVING FOR RETIREMENT Can I pay down debt while saving for retirement? Yes, by creating a budget to help you stay on top on your finances. A budget will: Help keep spending on track Distinguish the difference between needs and wants Help allocate money to repay debt Help allocate money to build a nest egg More tips for paying down debt Connect with Coastal Community We're here for you. 1-888-741-1010 service@cccu.ca Find a branch/ATM Chat now Book a meeting ABOUT US Why Join? Our Story Media Reports Leadership Careers Member News COMMUNITY Programs Get Support SECURITY & PRIVACY Protecting Yourself Report Fraud Report Lost/Stolen Card Security/Privacy Policy Accessibility Legal TOOLS Rates Calculators LOGIN Online Banking Collabria Credit Card myCoastal Retirement Plan Qtrade Direct InvestingTM Insurance Connect Together, let's do great things. © Copyright 2021 Coastal Community Credit Union Check your Financial Health