Log In Our Approach Helping you build your business and your future Business Investing & Wealth Our Approach Solutions and advice for business owners Let us simplify your life so you can focus on what's important to you. Retirement & Pension Plans Retirement solutions for the business owner. Key Executive and Life Insurance Plans Protection for your business and your family. Funding Buy/Sell Agreements Succession planning for smooth transitions Employee Benefits Employee health, dental and retirement benefit programs. RETIREMENT AND PENSION PLANS Build your business and your retirement savings Being a business owner doesn’t mean giving up retirement savings. Our advisors can help you plan a comfortable retirement. Retirement solutions for the business owner: Insured retirement plans Build cash on a tax deferred basis with a permanent life insurance policy. Individual pension plans Boost your retirement savings while lowering your company's tax burden. Contact Us KEY EXECUTIVE AND LIFE INSURANCE Protect yourself and your company's legacy Insurance can help you prepare for unexpected losses and grow your business. Key Executive and Life Insurance solutions for business owners: Key executive insurance Protect your company from the impact of losing a key executive. Collateral life insurance Use insurance as security when you want to grow your business. Contact Us More Details FUNDING BUY/SELL AGREEMENTS Planning for change Make sure you have a plan in place to handle retirement or the death of a shareholder. Buy/Sell Agreements: Succession Planning Develop a plan to ensure a smooth transition of leadership. Funding buy/sell agreements Use life insurance as an effective means to fund buy/sell provisions. Contact Us EMPLOYEE BENEFITS Employee benefits — attract top tier talent Attract the best talent and make sure they thrive with employee health, dental, and retirement programs. Employee Benefit Solutions: Benefit Plan design Create a benefits package to keep your employees healthy and engaged. Employee Extended Health & Dental Allows reimbursement for eligible medical expenses not otherwise covered. Employee Life & Disability Offers protection through group life insurance and disability benefits Employee Critical Illness Offers protection against the financial impact of a serious illness. Personal Health Spending Plan Offers credits to apply to health care expenses not otherwise covered. Group RRSP Helps employees save for retirement with simple or personalized options. Contact Us WORKING WITH A COASTAL PRIVATE WEALTH ADVISOR Working to meet the specific needs of business owners Focusing on the whole picture to provide you with a complete financial plan, our advisors will: Offer integrated personal and business solutions to meet your needs Draw on experts in banking, estate, trust, insurance and investment management Ensure you are comfortable with the advice and services you receive About Coastal Private Wealth How can we help? Work with an advisor Get one-on-one guidance to develop a comprehensive wealth strategy Not sure where to start? Chat with a Coastal Community online representative Visit a branch Get connected with the expert advice you need *Online brokerage services are offered through Qtrade Investor. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. ** Life and Health Insurance services offered through Coastal Community Financial Management Inc. ***Insurance services provided through Coastal Community Insurance Services (2007) Ltd. Connect with Coastal Community Private Wealth Group Call to book an appointment 1.800.806.2332 (Toll-Free) 1-888-741-1010 service@cccu.ca Find a branch/ATM Chat now Book a meeting with a lender 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